Blue Jay Financial Group, LLC

Blue Jay Financial Group advises individual clients (including high‑net‑worth and non‑HNW households) and employer‑sponsored retirement plans, offering discretionary investment management, comprehensive financial planning, consulting, and personal tax return preparation. The firm reports roughly $113 million in assets under management across about 283 client relationships and operates with three advisors.

Investment management emphasizes allocations to mutual funds and ETFs, with monthly due diligence and discretionary rebalancing as needed and a minimum quarterly portfolio review; financial planning services incorporate Monte Carlo testing, cash‑flow‑oriented plans, and behavioral coaching. For retirement plans the firm can act as either an ERISA 3(21) adviser or a fully discretionary 3(38) investment manager and provides participant education and enrollment support.

Noteworthy differences from many peers include operating a wrap fee program as sponsor and disclosing recent operational changes in its Summary of Material Changes, including a transition from SEC to state registration and the addition of SEI as an administrative/custodial option alongside Charles Schwab. The brochure also highlights ancillary offerings and infrastructure—such as personal tax return services and use of Advyzon for reporting—which indicate a broader administrative and service setup than is typical for firms of this size.