Blue Advisors

Blue Advisory offers tailored investment management and financial planning services for individuals, high net-worth individuals, trusts, and businesses. Led by Certified Financial Planner James E. Blue II, Blue Advisory helps clients build custom portfolios based on their goals, risk tolerance, and tax considerations. The firm uses fundamental, technical, and cyclical analysis to manage portfolios, and may incorporate professionally managed third-party strategies when appropriate. In addition to investment management, Blue Advisory provides comprehensive financial planning covering cash flow, debt management, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax planning strategies. Clients can choose ongoing investment management, hourly limited-scope planning, or a fixed-fee one-time financial plan. Blue Advisory operates as a registered investment advisor based in Ohio and Pennsylvania with no account minimum requirement.