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John Blair, MBA

Registered Investment Advisor with 40+ years of experience in financial markets.

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Blair Capital Management John Blair, MBA
Norwalk, CT

Serving Clients Nationwide

Registered Investment Advisor with 40+ years of experience in financial markets.

(914) 413-9904

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I’m John Blair and I am the President and Founder at Blair Capital Management, LLC, and a Registered Investment Advisor (RIA) who endeavors to offer personalized service and customized investment solutions. After over 40 years of experience in the financial markets, I have had a front-row seat for every bull and bear market and want to offer my experience, knowledge, and skills to individuals rather than institutions. With an unwavering dedication to acting as a fiduciary and a desire to build long-term, successful relationships, I help my clients pursue their financial objectives and I care deeply about safeguarding and growing their wealth, so they can focus on their lives—not their money. I strongly believe in a disciplined approach to investing with paramount importance placed on the preservation of capital and measuring risk and reward through all circumstances.

I hold a bachelor’s degree in economics and a master’s degree in business administration from the University of Southern California and also completed graduate work in economics and philosophy. My wife of 45 years and I have four grown children and 13 grandchildren. In my spare time, I love to read biographies and books about history and finance, and I am a huge horse racing and football fan. I cheer for everything University of Southern California, and I have been very involved in alumni affairs and mentoring students.

To learn more, visit blaircapitalmgt.com/about and connect with me on LinkedIn as well.

Professional Designations

  • Master of Business Administration (MBA)

Primary Location

Norwalk, CT 06850

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call with me. Our initial call will consist of a complimentary financial review, as well as a general conversation as to your reasons for seeking a financial advisor and what you want out of our partnership. I’ll share more about what I do as your wealth manager, as well as the approach I take with clients so we can determine if we’re a good fit for each other. I look forward to the opportunity to discuss how we can work together toward your financial goals.

Offers Investment Management

Yes

About our Firm

Blair Capital Management is a fiduciary, fee-only registered investment advisory firm based out of Norwalk, CT. Founded after decades in the trenches of Wall Street witnessing firsthand how the largest institutions and hedge funds combine to aspire to wealth preservation and growth, I realized the time had come to serve individuals, rather than large institutions.

Blair Capital Management is the pinnacle of my 40+ year financial career. Free of organizational constraints, I can tailor my clients’ portfolios to best suit their needs - and not someone else’s. After advising and achieving success at many top businesses in the financial industry, I have relished being a financial advisor to individuals and families and helping them reach their financial goals.

➡️ WHO I SERVE

I take care of clients in all different stages of life, not only in Connecticut but also in California and across the United States. My clients include successful individuals and families who periodically go through life transitions, such as widowhood or divorce. Other clients are business owners who realize that outsourcing the financial aspect of their businesses makes the most sense. Many clients come to me while working toward their ideal retirement life. They know that forward-thinking preparation is the best way to get the most out of their assets and to feel confident those assets will last for the long run.

➡️ SERVICES

Blair Capital Management offers services that meet you where you are right now - Comprehensive Wealth and Investment Management Services, Retirement Planning (including Retirement Income Planning, Social Security, and Medicare Planning), Estate and Philanthropic Planning, Tax Planning, and 401(k) Planning for Business Owners.

If you’re in the middle of your career, I work with you on your entire financial picture and advise you on how to work toward your short- and long-term financial goals. If you have built up a sizable portfolio, I thoroughly analyze your current investments and make suggestions based on wealth preservation and, ultimately, growth over loss in the long term. If you are nearing retirement, I help optimize your retirement income planning. If you are looking ahead at the next generations, I collaborate with your other financial partners on your estate and legacy planning.

Take the first step today - schedule a free financial review at blaircapitalmgt.com.

Education

University of Southern California, Ph.D Program, Philosophy; MBA, Finance and Economics; Bachelors of Science, Economics

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Families
  • Gen X
  • Living in Retirement
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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