The Blue Jean Story
Blue Jean Financial is a firm founded on the principles of character, humility, and collaboration, dedicated to providing fiduciary-first financial advice to everyday Americans. We prioritize simplicity and transparency in all our interactions, ensuring our clients receive clear, trustworthy guidance.
A grand adventure
How Blue Jean Came to be
At Blue Jean Financial, our journey began with a group of passionate individuals who entered the financial services industry to genuinely serve their community. We are your neighbors, friends, and family, committed to providing trustworthy financial advice. However, we discovered that the traditional corporate structure often conflicts with our mission to prioritize clients’ best interests.
Essentially, we found that it can be extremely difficult for the everyday American to get access to financial services that they can trust.
We’re here to change that.
Recognizing this misalignment, we decided to establish our own firm, dedicated to offering fiduciary-first advice to everyday Americans who deserve access to comprehensive financial planning.
Many financial firms focus narrowly on selling specific products, driven by profitability rather than holistic financial well-being. We saw a need for a different approach—one that integrates all aspects of financial planning without bias towards any single product.
Blue Jean Financial was born from these principles, aiming to redefine the financial services landscape by prioritizing integrity, transparency, and the best interests of our clients.
Financial services for the everyday American
Our Purpose
God has called us to a grand adventure to provide access to best interest advice to the everyday person pursuing the American Dream.
Our Values
- Loved by God: Our foundation is built on the idea that being loved by God provides strength and assurance. This relationship drives us to seek His will and strive for excellence in all we do.
- Humble Hero: We serve with humility, fighting for what is right and just. We care deeply about our community, approaching our work without arrogance, and always striving to make a positive impact.
- Better Together: We believe in the power of collaboration. Achieving great things is always better when done together, fostering strong, healthy relationships within our team and with our clients.
- Practicing Simplicity: We aim for clarity and simplicity in all we do. Whether managing complex financial portfolios or engaging with clients, we prioritize straightforward communication and living a balanced, uncomplicated life.
Our people
Our team is made up of seasoned professionals who not only are great at what they do, but also are bought into the ideals and values of Blue Jean Financial. We are a family made up of some very strong personalities, and we all work to pull in the same direction, because we believe in our mission and vision.
Our Commitment to You
We will Earn Your Trust by:
- Knowing you but never judging you
- Being transparent in all our transactions
- Doing what we say we will do
- Delivering expert advice that is personalized to your best interest