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.