James E. Blue, CFP®
Fee-Only Financial Planning & Investment Management
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Serving Clients Nationwide
Fee-Only Financial Planning & Investment Management
Areas of Focus
- Investing
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About James E. Blue, CFP®
With more than 20 years of professional experience in financial planning and investment management, James Blue has partnered with hundreds of retirees and busy professionals to build personalized, comprehensive financial strategies tailored to their life goals. His practice is grounded in a simple belief: every client deserves clear, objective advice delivered with integrity and a fiduciary commitment.As a CERTIFIED FINANCIAL PLANNER™ professional and founder of Blue Advisors, James helps clients navigate complex financial decisions—whether planning for retirement, coordinating tax and estate strategies, managing investment portfolios, or simplifying cash flow and risk. He serves clients across a wide range of life stages, including young professionals, mid-career savers, pre-retirees, and retirees, with a focus on building confidence and clarity in their financial lives.
Before establishing Blue Advisors, James held roles including Portfolio Officer at BNY Mellon Wealth Management and Senior Director at Rootstock Advisors, a multi-family office in Pittsburgh, Pennsylvania, where he deepened his expertise in fiduciary-led investment strategy and holistic financial planning.
James earned his Bachelor of Science in Business Administration from the University of Pittsburgh in 2005 and has since dedicated his career to providing transparent, fee-only advice that aligns client interests with long-term financial success. He believes that education, disciplined planning, and a trusted advisor relationship are essential to achieving financial independence.
James is a member of The National Association of Personal Financial Advisors(NAPFA), XY Planning Network and the Fee-Only Network.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- BBB Accredited Business
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Columbus, OH 43220
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About Blue Advisors
Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always.Why Blue Advisors?
✔️ Fiduciary Commitment: As your advisor, I am legally and ethically bound to act solely in your best interest. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice.
✔️ Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed.
✔️ Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice.
✔️ Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve.
My Philosophy
There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation.
Let's Take the First Step—Together
Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way.
Ready to start your financial journey? Let's connect and build your brighter financial future together.
Education
University of Pittsburgh, BSBA, Finance
Hobbies and Interests
- Animals
- Baseball
- Exercising
- Family
- Football
- Running
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Divorce
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Individuals
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Sales Professionals
- Single Women
- Startup Employees
- Technology Professionals
- Widow
- Women Professionals
- Young Families
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