BlueBird Advisory - Boulder, Colorado

Tina W.

I met Peter Ruh through a ski group. One day I asked him to explain crypto to me. He did and gave me a recommendation. I tripled my investment the first week and that “ tip” continues to do well.
After a few months, I shared with him that I was desperate, as I did not think I could afford my rent renewal or ever be able to buy my own home again. I was petrified. Peter assured me there was a path forward. I shared my financials. and Peter introduced me to a realtor. Within 6 weeks I became a homeowner!
Peter put together a long term plan that gave me the security and confidence I needed…especially headed towards retirement. In fact, he helped me to understand that I could actually retire in a few years.
Peter never pressured me to manage my investments or made me feel obligated. After working with him, I realized that buying a home was not only possible but would likely cost me less after taxes than renting! Plus, I love that Peter gave me a 50% discount for the first year of services because we both love the outdoors!
I had always heard financial advisors were expensive and I wasn’t “wealthy enough” for an advisor to be interested in me. Peter made me feel worthy and I quickly understood that working with Peter has been invaluable.
He did all of this with compassion and integrity. As a result, I, without further thought, left 30 years of Vanguard and gave Peter my entire portfolio. It goes without saying how highly I recommend him….especially as I’m sitting on my very own porch enjoying my mountain view. Without Peter I’d still be suffering the stress of renting and frequent moving while staring at a parking lot feeling insecure about my future. He is the best!

Christy L.

I've had Peter as my asset manager and financial advisor for almost two years now. I selected him after interviewing more than 7 different advisors.

I chose him because he was only one of two advisors that I interviewed that could and would "actively" manage my portfolio. And, he was the only advisor that was as excited about some of the innovative companies and technologies out there like I am.

He doesn't just "allocate" and "rebalance".... which honestly can be done by an ETF or roboadvisor service. He created a custom program for me based on my risk tolerance and goals, and actively rotates my money based on the macroeconomic environment and fundamental analysis.

So far the results of the active management speak for themselves - to say we are beating the market is putting it mildly.

It doesn't hurt that he is a great guy and fun to have a good meal with too ;).

Elias M.

Peter and the BlueBird Advisory team have done a fantastic job in helping me set up a financial plan for the future. With their help, I was able to get a great sense of the financial markets, key indicators of growth, and where to allocate funds. Over time we have worked together to solve my purchase anxiety, better understand financial models, and create a plan for a long term success. As a younger investor, Peter has helped my buy companies, ETF, and other assets to hold. As a skier, he's also a great friend on a powder day!