Empowering Your Financial Confidence

StillBlue Financial Partners is a Registered Investment Advisory firm specializing in tailored financial counsel, portfolio construction, and management.

Our path to success resides in one resounding commitment: a client-centric perspective with no competing influences.

We believe in developing close, long-term relationships with our clients. Understanding their needs while being an active member of their professional family is paramount.

Continuing education, thoughtful communications, and robust reporting allow our clients to stay well informed amongst the overwhelming information that floods today’s markets.

We are committed to staying abreast of new technology and continued education to serve our clients better.

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Our Team

  • While my formal introduction to economics and personal finance began at the University of Florida, the personal seeds were planted well before. I’ve been creative and entrepreneurial since the days of cassette tapes, and I’m drawn to personal connection, people’s “stories,” and a desire to understand.

    My internal compass points to authenticity and independence, and I’m compelled to advocate for the best outcomes for others, financial and otherwise.

    15 years ago, StillBlue Financial Partners was born to offer objective, honest guidance and serve as the trusted ambassador of clients' financial interests today and tomorrow. Our vitality resides in our ability to put our clients’ interests at the forefront, and our creative, adaptive culture provides distinction in a time of unprecedented change and choice.

    Should you catch me after hours, I tend to stay in motion, powered by boundless curiosity and a love of all things outdoors. If there’s saltwater, sand, a baseball diamond or a sunny outdoor space in between, there I’ll likely be, with my wife, Lisa, our 2 sons, busy writing off-script our next adventure.

  • Joseph’s Financial Skills

    Portfolio Construction and Management

    Personal Chief Financial Officer

    Creating Dynamic Financial Plans that Provide Direction and Peace of Mind

  • While writing this updated bio in 2025, it marks 15 years of being an active principal of this boutique investment firm and I couldn't be prouder. Being in a space filled with goliaths and managing to keep our devotion as an independent, client-centered practice where we value meaningful relationships while maintaining a healthy work/life balance has been a dream come true. Because of our size, we wear many hats, but this also allows us to have a broader understanding of this industry and expands our intellectual capital beyond just one role. 

    I consider the complexities of managing money extremely personal and it is the reason why I am so passionate about our business. We all have different hopes, and I love when we can help clients see those into fruition.

    I am a Floridian, so most of my days are spent outside in the sunshine and at the seaside with my family.

  • Melissa’s Financial Skills

    Making Complex Financial Matters Simple

    Understanding and Listening to Your Emotional and Ethical Views Regarding Money

    Always Going Above and Beyond to Create Confidence and Comfort

    Building Relationships that Pass Down from Generation to Generation

“The secret to getting ahead is getting started.”

- Mark Twain

Our Approach

Successful investing begins by examining your risk tolerance, tax situation, liquidity needs as well as your capital and income appreciation goals.

Our active investment approach utilizes prudent risk management while providing personalized solutions to your challenges, goals, and expectations.

A Trusted Member of Your
Professional Family

Our Services

No product pushing or canned financial plans just truly independent, professional advice and strategies. Depending on your needs and financial complexity, we can tailor our services and offer a broad spectrum of potential solutions. They range from basic financial management to complete wealth advisory planning.

Our Core Areas of Focus Are:

  • We help you create and execute a wealth plan incorporating all your financial aspects. We offer:

    Research

    Plan Strategy

    Execution

    Review

  • Income and tax planning to meet your retirement goals. We offer:

    Research

    Portfolio Allocation

    Estate Planning

    Review

  • We provide you with thoughtful portfolios that blend purpose and profit goals. We offer:

    Reaserch

    Portfolio Construction

    Review

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Frequently Answered Concerns

  • How can I align my morals and character with my financial plans and resources?

  • Are Roth or Pre-Tax financial contributions better suited for me?

  • What would an appropriate financial portfolio look like for my needs and goals?

  • How do I implement effective financial stewardship for my loved ones and community?

  • Do I have enough risk in my investment allocation?

  • What is the role of a fiduciary advisor?

  • How do I help my family avoid probate and inheritance complications?