Driven By Faith and Family

YOUR FRIENDLY NEIGHBORHOOD FINANCIAL GROUP

We Are Blue Jay

We are a small independent Registered Investment Adviser that was born out of a desire to be able to do what’s right and specialize in financial planning.

WHAT MAKES US DIFFERENT?

We aren’t salespeople. I don’t know how else to say that and sound sincere, I know there’s a lot of talk and marketing and sales in finance. We don’t like that, so let’s cut to the chase:

We want you to be a client.We want to serve you and deliver enormous value to you. We want you to pay us to do it. We think we provide way more value than the money you’ll pay us covers and if you don’t agree we’ll refund your fees. We get our biggest thrills from helping people like you solve complex problems, accomplish goals, save money on taxes, honor your family, bless your children and grand kids, and be outlandishly generous.

WHAT ELSE MAKES US DIFFERENT?

We manage our own investment models, have our own financial planning monthly service calendar, are fee-only fiduciaries, don’t wear suits, listen to loud music, and have never closed a deal on a golf course.

We are proud members of NAPFA.

A PERSONABLE GROUP OF INDIVIDUALS

The Blue Jay Financial Group Team

Jason Bernal (419) 785-4525 [email protected]
Jason Demland (419) 785-4525 [email protected]
Zoe Tracy (419) 785-4525 [email protected]

PLANNERS FOR LIFE

Why a Blue Jay?

Aside from it being the first name for the firm that Jason & Jason could agree on, it’s a pretty neat bird and idea.

Have you seen one? Aside from its vibrant coloring and its sometimes annoying noisiness, blue jays are remarkably intelligent birds that save, plan, and protect their families. Both the male and female jaybirds gather materials for building their nest and aggressively protect it and their young. You may have seen the familiar sight of a blue jay chasing and mocking predators like a hawk; this shows the resilience and tenacity of the bird. Amazingly, blue jays collect food and store it for later. The blue jay can hold as many as five acorns in its mouth for transportation and a recent study found a group of six blue jays stored more than 3000 acorns in a single autumn!

Why a blue jay? The blue jay is a planner, it values its family, and is wise with its current resources so that it can flourish in the future. That’s why.

FREE CONSULTATIONS - THEY NEVER HURT!

Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.