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

For my entire career I have worked with multi-millionaires. I founded Blue Advsiors to help families/individuals of all backgrounds achieve and maintain financial independence. I have extensive experience with investment management and generational planning. My ultimate goal is to help save you money throughout the entire financial planning process. 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

Additional Information

Comprehensive financial planning is offered on a subscription basis for $100/month with an upfront fee of $100. If you have $100,000 invested with Blue Advisors, the subscription fee is waived. Assets under management are charged a flat .80% fee.

NAPFA Start Date

September 21, 2021

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This Office

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