Why Are You Looking For
A Financial Advisor?
Busy Professionals & Retirees
You’ve built meaningful assets and want a trusted fiduciary to oversee your investments and unify every aspect of your financial life—integrating investment, tax, insurance, and estate planning into a single, cohesive plan. You value experience, stability, and a relationship with one advisor who understands your goals.
- Mid- to late-career professionals and retirees with growing complexity
- Limited time or desire to manage their own portfolio
- Need a tax-aware, research-driven investment process
- Want help with retirement income, Social Security, tax planning and estate strategies
- Concerned about an advisor retiring, selling their practice, or passing them to a junior team member
Blue Advisors offers a boutique, personalized experience with a single point of contact for your total financial picture.
Young Professionals & DIY Investors
You’re building your financial life and want expert guidance—not products, sales pitches, or asset minimums. You may not have significant investments yet, or you prefer to manage your own portfolio, but you still want clarity and confidence around your decisions.
- Early career professionals, growing families, and retirees who manage their own investments
- Want help with goals, cash flows, debt, benefits, tax planning and insurance
- Prefer to handle their own investments or use workplace retirement plans
- Are looking for an affordable financial plan
- Want an advisor who can work with them for decades.
Blue Advisors was designed to remove barriers so young professionals and DIY investors can access real financial planning.