James Edward Blue

I'm the founder of Blue Advisors, a fee-only, fiduciary registered investment adviser based in Columbus, Ohio. Fee-only means I'm paid solely by my clients — no commissions, no product sales, no hidden incentives. As a fiduciary, I'm legally required to put your interests first, and my business is built so that what's good for you is the only thing that's good for me. Before starting Blue Advisors, I spent years inside larger institutions, including BNY Mellon Wealth Management, where I saw firsthand how often "advice" was shaped by what a firm was trying to sell. I built Blue Advisors to be the opposite: direct access to me, transparent pricing, and planning that starts with your goals rather than a product. Much of my work is with Central Ohio pre-retirees and retirees, including public employees navigating OPERS and STRS Ohio benefits. I help clients think through retirement income, Social Security claiming, Roth conversion timing, tax-efficient withdrawal sequencing, concentrated stock positions, and coordinating investments with an estate plan. I offer two ways to work together: a one-time financial plan for those who want a clear roadmap they can implement themselves, and ongoing investment management with financial planning included. If you're weighing a big decision — when to retire, how to draw down savings, whether your plan actually holds up — I'd welcome a no-pressure conversation.