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Achieving & Maintaining

Financial Independence

Schedule A Meeting

Why Blue Advisors?


Blue Advisors is a fee-only fiduciary financial advisory firm dedicated to providing objective, cost-effective, and highly personalized guidance to a select number of individuals and families. 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: Our 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:

  1. Get Acquainted: We start with a no-pressure conversation to discuss your goals, concerns, and questions.

  2. Secure Information Sharing: You'll share your financial information safely using secure, encrypted tools.

  3. Personalized Planning: Together, we'll craft a financial plan tailored to your needs, values, and aspirations.

  4. Ongoing Guidance: As your life evolves, I'll be there to adjust your plan 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?


Retirees


  • You want to work with an experienced financial advisor who puts your interests first. 
  • You want to make sure you don't outlive your assets, are able to age with dignity and can transfer assets to loved ones efficiently.
  • You want a total wealth management experience at a reasonable cost.
  • Your current firm is transitioning you to a less experienced advisor. 
  • Your current firm recently sold their practice to a larger firm that has no history with you or your needs.
  • Your current advisor is close to retirement.

Future Retirees


  • You want financial guidance as you begin to accumulate assets and experience major life milestones.
  • Legacy advisory firms will not work with you because you don't have a large investment account. 
  • You are successful, busy and need a financial guide to help with personal finance decisions. 
  • You want to work with an advisor that has experience and is your age.
  • You want an advisor who will work with you for the next 20 years.


Schedule a Call

Services & Pricing


Investment Management

Financial Planning

Your Balance Sheet - Current Financial Position
Cash Flow Management - Budgeting
Tax & Social Security Planning
Insurance Review & Planning
Mortgage & Borrowing Analysis
Education Funding Advice
Employee Benefits Optimization
Retirement Income Planning
Estate & Wealth Transfer Planning
Investment Management Active Portfolio Management



Pricing


Investment Management


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

Financial Planning


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

A One-Time Financial Plan costs $1,500


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Your Advisor

James E. Blue, CFP® Photo

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.

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.


Advyzon

Your Portfolio

View portfolio allocation, performance reports and other account information.

Advice Pay

Online Billing

Access our firm's online billing system to pay your financial planning fees.

Connect

Blue Advisors

Columbus, OH 43220

jim@jblueadvisors.com

(724) 914-1414