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About Our Firm

Blue Financial is an independent financial services firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close relationships with each of our clients.

Blue Financial

Alex Calott & Austin Powell founded Blue Financial as a family company built upon developing a secure, independent retirement for each and every client.

Alex Calott, NSSA®Founder/Wealth Advisor

Alex is a wealth advisor and partner at Blue Financial. He obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. Austin and Alex met as tennis opponents but found victory as doubles partners...

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Austin Powell, CFP®, NSSA®Founder/Wealth Advisor

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...

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Please do not put off future planning

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

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.

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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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