About Blue Elm Advisors
We are a financial advising firm based out of New York. Our focus is on prioritizing high-value items to ensure that our clients receive the most benefit as quickly as possible. We are charitably inclined and donate a percentage of our fees to high-impact non-profit organizations.
Who We Are
Founder of Blue Elm Advisors, Eric blends a passion for environmental science with financial expertise. Since launching the firm in 2021, he leads advisory services, compliance, and technology management. His background includes environmental work, risk management, and software development. Eric holds a B.S. in Natural Resources and Environmental Science and an M.S. in Business Analytics & Project Management from the University of Connecticut, where he also teaches.
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A lifelong Connecticut local, Eric enjoys soccer, fishing, and hiking. Through Blue Elm, he aims to guide families’ financial journeys while supporting the protection of local natural resources via targeted nonprofit giving.
Who We Serve
We work with individuals, families, and businesses to help them achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we provide personalized financial guidance tailored to your unique needs.
Our Approach
We apply an agile mindset to wealth management—adapting as your needs evolve and focusing on what matters most to you. Our personalized, transparent process helps you build long-term value while staying aligned with your goals.
Benefits of Partnering with Us
We pride ourselves on being independent and supporting a fiduciary model that puts your interests first, offering transparent, reasonable pricing that helps reduce costs and maximize long-term growth. With a personalized approach and a low client-to-advisor ratio, in-depth financial planning and investment management tailored to you.