James Blue II (CFP®)

James Blue II focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • High Net Worth Client Needs
  • Millennials
  • Novice Investors
  • Unmarried Couples

Planning Specialties

Additional Information

I founded Blue Advisors to work with a select number of families to help them achieve and maintain financial independence. I’ll serve as your chief financial officer to navigate the many complex facets of wealth management, from planning to coordination to execution. My focus allows me to adequately arrange for your family goals, estate plans, income tax preparations, insurance needs, investments and other financial-related issues

NAPFA Start Date

September 21, 2021


This Office

2071 Inchcliff Road Columbus, OH 43221 Phone: (724) 914-1414