BLUE MARLIN ADVISORS

FIDUCIARY WEALTH MANAGEMENT

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Why Choose Us

Let's plan your financial path.

INDEPENDENT

INDEPENDENT

Our recommendations are based solely on your goals and objectives.

FIDUCIARY

FIDUCIARY

Putting our client’s best interests FIRST at all times.

COMPREHENSIVE

COMPREHENSIVE

We tend to the details without ever losing sight of the big picture.

FEE-ONLY

FEE-ONLY

An open and transparent relationship is the key to long-term success.

About Us

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Wealth Management

Built for you.

Serge Berger

PRINCIPAL, CO-FOUNDER

Silas Peters

PRINCIPAL, CO-FOUNDER

Kate Stalter

Investment Advisor

Blue Marlin Advisors, LLC (“BMA”) is a registered investment advisor offering advisory services in the State(s) of Florida, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BMA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.[1] All written content on this site is for information purposes only. Opinions expressed herein are solely those of BMA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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