Fee-Only Financal Planning & Investment Management

A true fiduciary focused on You.

Welcome

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving clients throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always.

Why Blue Advisors?

Fiduciary Commitment: As your advisor, I am legally and ethically bound to act solely in your best interest. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice.
Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed.
Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice.
Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve.

My Philosophy

There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation.

My Process: Simple, Secure, Supportive

I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process:

Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit.
Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority.
Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control.
Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support.

Let's Take the First Step—Together

Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way.

Ready to start your financial journey? Let's connect and build your brighter financial future together.

Schedule a Call

Who I Serve

Why Are You Looking For

A Financial Advisor?

Busy Professionals

You've built a successful career, but as your finances grow, so does their complexity. You want clear guidance from an experienced professional -- without being passed between advisors or handed off to a junior team member.

At Blue Advisors, you work directly with the advisor responsible for every aspect of your financial plan and investment strategy. With more than 20 years of experience, I provide thoughtful, efficient guidance designed to respect your time and bring clarity to your financial decisions. The relationship is personal, consistent, and built for the long term.

Common areas of focus include:

Investment and retirement planning coordination
Tax-aware strategies and cash flow management
Employer benefits and equity compensation decisions
Long-term planning that adapts as your career and family evolve
Tax planning and Education funding

As a fee-only fiduciary, I act solely in your best interests, providing transparent guidance through both calm and challenging markets. Clients value the confidence that comes from working with a dedicated professional who know their situation and remains involved every step of the way.

Retirees

Retirement planning requires experience, continuity, and disciplined decision-making -- especially as income strategies, taxes, and estate considerations become more interconnected. You want guidance from a professional who has navigated multiple market cycles and remains personally accountable for your plan.

At Blue Advisors, retirees work one-on-one with an experienced fiduciary advisor, not a service team or junior staff. I personally develop, implement, and monitor your financial plan and investments, ensuring consistency and alignment with your long-term goals.

Key planning areas often include:

Retirement income and withdrawal strategies
Social Security and pension decisions
Tax-efficient portfolio management
Estate and Legacy planning coordination
Asset Allocation optimization

Schedule a Call

Services & Pricing

Comprehensive Financial Planning

You want a financial plan that brings structure, clarity, and direction to your life—not a generic template or product pitch. Blue Advisors’ Comprehensive Financial Planning service provides a personalized, fiduciary-led roadmap that helps you make confident decisions across every area of your financial life.

What You Receive:

Full Financial Review
Retirement Planning & Projections
Tax Planning, Strategy & Coordination
Investment Review & Allocation Guidance
Risk Management & Insurance Review
Estate Planning & Trust Coordination
Debt Analysis
Employee Benefit Optimization
Education Funding Advice
Detailed Financial Plan
Personal Financial Website

You receive a comprehensive, easy-to-understand plan with a single fiduciary who knows your goals, answers your questions, and adapts your plan as life changes.

Blue Advisors delivers a boutique planning experience—personal, transparent, and built around your values and long-term aspirations.

Investment Management

You want more than a generic portfolio or automated model—you want a thoughtful, research-driven investment strategy built specifically for your goals, risk profile, tax situation, and stage of life. Blue Advisors offers a boutique, highly personalized investment management experience where every recommendation is aligned with your values, long-term objectives, and overall financial plan.

What You Receive:

Customized Portfolio Design
Boutique, one-on-one Relationship
Tax-aware Investment Strategies
Active Monitoring and Rebalancing
Ongoing Risk Management
Integration with Your Financial Plan
Clear Explanations and Education
Unbiased Security Selection
Direct Access to Your Advisor

Your portfolio is not mass-produced. It is built intentionally—designed to help you grow, protect, and use your wealth with confidence. With Blue Advisors, you receive the attention, expertise, and long-term perspective of a fiduciary deeply committed to your financial success.

Pricing

Comprehensive Financial Planning

A One-Time Financial Plan starts at $1,500.

Hourly Financial Planning is offered at a rate of $200/hour.

Investment Management

The standard advisory fee is .80% of assets under management, charged monthly in arrears and may be negotiable in certain cases.

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Your Advisor

James E. Blue, CFP®

jim@jblueadvisors.com

I founded Blue Advisors to provide individuals and families of all backgrounds and financial circumstances with access to high-quality, personalized investment and financial planning advice. Whether you're just starting out, building wealth, or managing complex finances, I believe everyone deserves expert guidance—not just those targeted by traditional firms focused on asset accumulation and one-size-fits-all models. As a fiduciary, my mission is to help you achieve and maintain financial independence while simplifying your financial life.

I believe that financial education and low, transparent fees are the keys to empowering clients and enabling them to reach their goals.

Before launching Blue Advisors, I served as a Portfolio Officer at BNY Mellon Wealth Management and as Senior Director at Rootstock Advisors, a multi-family office in Pittsburgh, Pennsylvania. I earned my Bachelor of Science in Business Administration from the University of Pittsburgh in 2005.

I am a Certified Financial Planner and a member of The National Association of Personal Financial Advisors(NAPFA), XY Planning Network and the Fee-Only Network.

Let's work together to bring clarity, confidence, and lasting success to your financial journey.

Client Center

Charles Schwab

Personal Account Information

Charles Schwab is the custodian of your assets. Here you will find all of your personal account information such as monthly statements, transaction history, current balances and tax documents.

Blue Advisors

Financial Planning & Cash Flow Portal

The client portal provides access to your personal financial information including your balance sheet, budget and updates on meeting your financial goals.