Blue Advisors
Blue Advisory LLC (DBA Blue Advisors), is a fee-only financial advisory firm founded to help families achieve and maintain financial independence. Personal finance can be complicated, confusing and costly. I have created a cost effective financial program that helps you understand your current situation and provide guidance as life events occur. I work with current retirees who seek comprehensive financial guidance and future retirees that are in the accumulation phase of their lives. My focus is helping you save money in all aspects of your financial life. This entails reviewing your investment accounts, insurance policies, tax returns, estate plan and outstanding debt.
My investment philosophy centers around investing in companies that can sustain a high return on capital, have competitive advantages that are hard to replicate and do not employ excessive amounts of leverage.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.