Bluesphere Advisors

Who We Are

At Bluesphere Advisors, our mission is to empower individuals to achieve financial well-being by providing personalized financial planning and investment management services. With decades of experience and a team of knowledgeable professionals, we strive to deliver exceptional results tailored to our clients' unique needs.

Our Approach

Our proprietary Pathfinder approach is designed to help you reach your financial goals. This comprehensive process involves a thorough assessment of your financial situation, goals, and risk tolerance. We then develop a customized plan to help you achieve your objectives, whether it's saving for retirement, funding education expenses, or building wealth.

Our Services

As a fee-only financial planning firm, we believe that our clients should always come first. Our services include:

• Financial Planning: A comprehensive analysis of your financial situation, goals, and risk tolerance, followed by a tailored plan to help you achieve your objectives.
• Investment Management: A managed investment portfolio designed to align with your risk tolerance and financial goals, with regular portfolio rebalancing and performance monitoring.
• Estate Planning: A thorough assessment of your estate, including wills, trusts, and tax implications, to ensure that your assets are distributed according to your wishes.

What Sets Us Apart

As a fiduciary, we are required to act impartially and in the best interest of our clients. Our fee-only payment structure ensures that our advice is unbiased and in your best interest. Our team of experts works closely with accountants, attorneys, and other professionals to provide a comprehensive approach to financial planning and management.

Meet Our Team

Our team of experienced professionals is dedicated to helping you achieve your financial goals. With a combination of finance, law, and business backgrounds, we bring a unique perspective to financial planning and investment management.