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.