James Blue II, CFP® Blue Advisors

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About James Blue II, CFP®

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.

Please call me at 724-914-1414 or email me at wvz@woyhrnqivfbef.pbz to schedule an introductory call today.

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Ideal Clients

  • Gen Y/Millennials
  • Married Couples
  • New Wealth
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.80%

SEC Records

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