About Blue Water
We specialize in comprehensive retirement planning and personalized investment management for retirees and pre-retirees with $1.25M+ portfolios, helping you enjoy a confident, fulfilling retirement, minimize taxes, and preserve wealth.
If You’re Looking For a Trusted Advisor, Blue Water Stands Out For All The Right Reasons...
We operate as an independent firm, not affiliated with any Wall Street firm. This allows us to focus on personalized service, fair pricing, and long-term outcomes that benefit our clients.
Unlike most advisors who are fee-based (fees and commissions), Blue Water receives no commissions, referral fees or other kickbacks on investment and insurance recommendations.
As fiduciaries, we are committed to minimizing conflicts of interest, maintaining full transparency, and providing guidance with integrity and care.
The Blue Water team, as CERTIFIED FINANCIAL PLANNER professionals, holds themselves to a high level of professional training, ethics and accountability.
Since 2003, Blue Water has operated as an independent, fee-only fiduciary firm. Our advisors bring decades of combined experience, offering insight and perspective you can rely on.
We limit the number of new clients we work with in order to effectively serve our current clients. Our boutique model allows us to deliver exceptional service, individualized attention, and privacy at highly competitive rates.
Your Team & Partners
We’re an experienced team focused on building long-term relationships and helping you navigate important financial decisions with care.
Our Full List of Partners Include...
Securely Access Your Accounts, Financial Plan, And Important Documents Using The Links Below.
Local Roots, Broad Reach
Based in Apex, North Carolina, we work with clients locally and across the country through both in-person and virtual meetings.
Ready To Take The First Step?
No pressure or commitments–just a quick call to see if we’re a good fit for your situation.
