Achieving & Maintaining

Financial Independence

Blue Advisors is a fee-only financial advisory firm founded to provide cost-effective, objective, personalized financial guidance to a limited number of Retirees and Millennials. For my entire working career, I have worked with successful families. I have seen what it takes to accumulate wealth and the discipline needed to maintain that wealth.

I understand the number one goal for Retirees is to not run out of money. I employ active investment strategies, help with tax planning, social security analysis, insurance needs and wealth transfer strategies.

Many Millennials do not have large investment accounts and do not have many options to work with an experienced advisor at a reasonable cost. My monthly subscription-based financial planning program solves this problem. I will help you understand your entire financial life and create an actionable financial plan over a 6-12 month period.

I know taking the first step of engaging or changing a financial advisor can be intimidating and stressful. That’s why I have developed a simple process for us to get to know one another, share information in a secure manner and start the financial planning journey.

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Who I Serve

Why Are You Looking For

A Financial Advisor?

Retirees

You want a total wealth management experience at a reasonable cost.
You want a thorough review of your financial service providers to understand the fees you are paying.
You want to understand how your assets are invested.
You are being transitioned 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 advisor is close to retirement.

Millennials

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.

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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

The financial planning program is offered as a subscription-based service. This service has been created for individuals that want to focus on overall financial planning and are in the accumulation phase of their lives. The cost of this service starts at $1,200/year, or only $100 per month. There is a $100 upfront fee to get started. Financial planning is also offered on an hourly rate of $200.

*The subscription-based fee is waived once assets under management reach $100,000.

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Your Advisor

James E. Blue, CFP®

jim@jblueadvisors.com

I founded Blue Advisors to help individuals/families achieve and maintain financial independence. My goal is to provide better advice at a lower cost for a select number of Retirees and Millennials. I have over 16 years of investment and wealth management experience.

Prior to founding Blue Advisors, I was a Portfolio Officer at BNY Mellon Wealth Management and a Senior Director at Rootstock Advisors, a multi-family office in Pittsburgh, Pa. I graduated from the University of Pittsburgh in 2005 with a Bachelor of Science in Business Administration.

I am a CFP^® professional and am dedicated to providing fee-only fiduciary financial advice.

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.

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 43221

jim@jblueadvisors.com

(724) 914-1414