Advice in your best interest
We act as fiduciaries. Our recommendations are built around your goals, not around a product to sell.
Fiduciary financial advice
Plan, protect, and pass on what matters.
Blue Pine Fiduciary brings financial planning, wealth management, and retirement and estate planning together in one integrated service. Every recommendation is made in your best interest.
30-day satisfaction guarantee
one plan, all in one place
Planning and cash flow
Investments
Retirement
Succession and estate
Steady guidance for what you're building to last.
The meeting table, where every plan begins
Calm, clear advice that keeps the whole picture in view.
Five commitments shape how we work with every family, from the first conversation to the years of check-ins that follow.
Built for the whole family
We help families organize assets, align priorities, and prepare the next generation with clear conversations.
One plan, all in one place
Budgeting, investments, retirement, and succession work together. No scattered advice from separate sources.
Ongoing, not one-time
Your finances change as your life does. Our packages include regular check-ins to keep your plan current.
Clear and transparent pricing
Fees are published up front. You know what you pay and what is included before you commit.
How working together unfolds
Three stages, each building on the last.
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Step 1
Introductory conversation
We talk about your goals, your family, and what you want to protect. No obligation.
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Step 2
Your integrated plan
We review your full picture and present a written plan covering planning, investments, retirement, and succession.
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Step 3
Ongoing guidance
We meet regularly, adjust as life changes, and stay available when questions come up.
Services and published fees
Choose a single written plan, an ongoing partnership, or one coordinated service for the whole family.
Monthly, renews automatically
Integrated Family Package
Financial planning, retirement and succession guidance, and ongoing family meetings in one coordinated service.
$550/monthBilled monthly
Schedule your call
One-time flat fee
Personal Financial Plan
A comprehensive written plan covering cash flow, goals, debt, insurance review, and savings strategy.
$2,500One-time
Get started
Monthly, renews automatically
Ongoing Planning Partnership
Continuous financial planning with regular review meetings and support as your life changes.
$300/monthBilled monthly
Get started
One-time flat fee
Retirement & Estate Planning
Retirement income planning and succession strategy, coordinated with your attorney and tax professional.
$3,500One-time
Get started
Annual fee, charged in installments
Wealth Management
Fiduciary investment management aligned with your goals, timeline, and comfort with risk.
1% per yearOf assets under management
Get started
Ongoing packages renew automaticallyThe Ongoing Planning Partnership and the Integrated Family Package renew automatically each month until cancelled. You can request cancellation in writing at any time. contact our support team.
Commercial terms30-day satisfaction guarantee
PoliciesRead our Refund Policy, Terms of Use and Disclaimer. All investing involves risk, and results vary.
Why families choose a fiduciary approach
- Fiduciary standard: advice designed in your best interest
- Transparent fees published before you commit
- contact our support team
Rooted in long-term thinking
Blue Pine Fiduciary was created for families and professionals who want to organize and protect what they have built. We believe good financial guidance should be calm, clear, and focused on the long term.
Like a pine that stays green through every season, we aim to be a steady presence. We combine personal financial planning, wealth management, and retirement and estate planning into integrated packages, so your plan grows with you.
contact our support team
Our mission
To give families clear, fiduciary financial guidance that helps them make confident decisions for today and for the generations that follow.
Blue Pine Fiduciary LLC · Reg. 202250318847 · 13124 RED DOG RD · [email protected] · +14154846859
Questions families ask us
Straight answers about how we work, how fees are billed, and what to expect.
What does "fiduciary" mean?
A fiduciary is required to act in the client's best interest. Our recommendations are guided by your goals and needs, not by sales incentives.
How does payment work?
One-time plans are billed as a flat fee. Ongoing packages are billed monthly. Wealth management is billed as an annual percentage of assets under management, charged in installments. Accepted payment methods: month.
How do I cancel an ongoing package?
You can request cancellation in writing at any time. contact our support team.
How do I request a refund?
Contact us in writing to request a refund. contact our support team.
How soon can we get started?
After you reach out, we schedule an introductory call. Your written plan is delivered after we review your information. contact our support team.
Do you guarantee investment returns?
No. All investing involves risk, and results vary. We focus on a disciplined plan aligned with your goals and comfort with risk.
Who holds my assets?
Client assets are held by an independent custodian. contact our support team.
Do you meet in person or online?
available upon request through our support e-mail.
Start with a conversation.
Tell us what you want to build and protect. We'll show you how an integrated, fiduciary plan could work for your family.