Our Mission

Our Commitment | Client-Centric Process

BlueAris’s mission is straightforward- We make you financially smarter.  We’re here to help! We don’t give any preference to any client over someone who is just starting out on their financial journey, whether they are high net-worth or not – to us all our clients are important.  We strongly believe that every individual and family should have financial prudence to live fulfilling and happy lives.  BlueAris not only helps clients with financial planning but also ensures that they are well educated in Personal Finance, thus empowering them to take control of their own future and give them the ability to identify scammers and frauds through their “getting rich quick” schemes.   We practice our principles- Honesty, Integrity and Quality in our lives and we apply in dealing in our business.

BlueAris is a fiduciary, which means our clients well-being comes first before ours.  BlueAris is also “Fee Only” advisory, that means we don’t sell any financial products or take commissions.  We charge a flat fee rather than take a percentage out of your hard-earned assets, thus making the assets grow through the “power of compounding” and making it work for your retirement rather than enriching us.

Besides helping individuals and families, BlueAris has the same mission to help enterprises in consulting them in Asset Allocation, Technology Sector analysis along with the equities and general Technology consulting.

Give BlueAris a call and give us the honor to help you for a better financial future.