Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.
Austin Powell, CFP®, NSSA® is a wealth advisor and partner at Blue Financial. He obtained a bachelor’s degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player. After moving to the Queen City from Raleigh, Austin has become a loyal fan to the Hornets and Carolina Panthers while also enjoying golfing, aviation, and adventuring with his dog Holly. He prioritizes quality time with family and delivers the same level of passion and dedication to his client relationships.
Austin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in addition to being a National Social Security Advisor (NSSA®). He also holds his Series 65 securities license as well as life & health insurance license. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
"Your Retirement Playbook:
Lessons on Retiring Strong”
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Advisory services offered through J.W. Cole Advisors, Inc.
J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
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