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
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Millennials
- Novice Investors
- Unmarried Couples
Additional Information
I founded Blue Advisors to provide individuals and families of all backgrounds and financial circumstances with access to high-quality, personalized investment and financial planning advice. Whether you're just starting out, building wealth, or managing complex finances, I believe everyone deserves expert guidance—not just those targeted by traditional firms focused on asset accumulation and one-size-fits-all models. As a fiduciary, my mission is to help you achieve and maintain financial independence while simplifying your financial life. I believe that financial education and low, transparent fees are the keys to empowering clients and enabling them to reach their goals. Before launching Blue Advisors, I served as a Portfolio Officer at BNY Mellon Wealth Management and as Senior Director at Rootstock Advisors, a multi-family office in Pittsburgh, Pennsylvania. I earned my Bachelor of Science in Business Administration from the University of Pittsburgh in 2005. Let's work together to bring clarity, confidence, and lasting success to your financial journey.NAPFA Start Date
September 21, 2021
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