Blackburn Financial

Blackburn Financial, LLC provides fee-based investment advisory and financial planning services to individuals and retirement plan participants, and offers pension consulting and participant fiduciary advice for qualified plans. The firm reports $70 million in discretionary assets under management and delivers both discretionary and non‑discretionary portfolio management and financial planning services.

The firm’s stated investment approach emphasizes a tactical allocation strategy intended to reduce risk and pursue improved performance, using fundamental, technical and cyclical analysis across long‑ and short‑term positions. Blackburn’s management style may include cash positions as hedges, targeted stock selections for sector or dividend exposure, and periodic reallocation to manage concentration and tax outcomes.

Distinctive for a small advisory team, Blackburn supports a large client base — 593 clients across two advisors (roughly 296 clients per advisor) — and its client mix extends beyond typical individual investors to include institutional categories such as banks, insurance companies, state and municipal entities, sovereign‑wealth or similar clients, and other investment adviser clients. The firm also discloses that certain representatives are licensed insurance agents and that it provides plan‑level pension consulting while generally not taking custody of client assets except for authorized fee deduction.