Blue Advisors is a boutique, 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 retirees that have $3MM or less of investable assets and Millennials 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 revewing your investment accounts, insurance policies, tax returns and credit card rewards.
My investment philiosophy 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. I typically invest in actively managed mutual funds and will also purchase individual securities when appropriate.
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