Are you on the right trajectory?

Where are you now, and where do you want to be?

The path to reaching – and maintaining – financial freedom is different for everyone. At BlueSky, we take a holistic approach to wealth management, gaining a deep understanding of your goals and financial landscape. Using this insight, we craft a comprehensive strategy designed to help you achieve your greatest aspirations and grow your net worth with confidence and clarity.

Serving Clients How We Want to Be Served

When David Blain, CFA, founded BlueSky over 25 years ago, his vision was clear: to provide the personalized guidance he had always found lacking. Frustrated by one-size-fits-all advice and unnecessary product sales, he set out to create a firm that truly understands each client’s unique goals and is genuinely committed to helping them achieve financial success.

Real Client Testimonials

All testimonials have been provided by real, current clients. No client was compensated, directly or indirectly, for providing these statements. BlueSky Wealth Advisors gained each client’s permission to publish their testimonial.

An Exceptional Team Build to Last

As a client, you will be in exceptionally good hands. We seek out and reward the very best professionals in the industry, purposely employing a low client-to-staff ratio of 20:1, ensuring that you always have someone there to help you. Flat Fee Wealth Management. 

Live More, Worry Less

We provide customized financial solutions to disciplined stewards who have better things to do than worry about the details of their financial affairs.

History of Tax Reform

Invest in Your Life, Not Just Your Portfolio

David’s first book offers readers practical financial guidance. Rather than an investment how-to, this work focuses on discovering how to put your money to work for you to gain financial independence as you define it. Through both storytelling and analyses, this book presents a revolutionary approach to defining goals and building a portfolio with a purpose.

Blain

“I have walked with many such folks as they took the steps toward financial independence. In this book, I hope to guide you along your path, too. I can share with you the wisdom, facts, and concrete measures I know have worked for many others. I can show you how to build your portfolio to attain financial freedom, but what I cannot tell you is what to do with it once you get it. That is up to you to decide.”

-David L. Blain, CFA, CEO

Recent Insights

Q2 2025 Markets: Navigating Trade Policy, Inflation, and Portfolio Balance

As the renowned investor Peter Lynch astutely observed, "far more money has been lost by investors…

Estate Planning: Steps you can take to ease the burden on your family

Estate planning is an essential part of financial well-being, ensuring that your assets are managed…

How Fed Policy Affects Investment Strategy in an Uncertain Economy

As we move through 2025, the Federal Reserve's monetary policy continues to shape market dynamics.…

Making An Impact

We believe that part of living a successful and happy life is the ability to make a positive impact on those around you. Here are some of the organizations our employees proudly support.

Family Promise
Making An Impact
Boyscouts
West Point
Freemont
Haiti
Project Ember
Coastal United
C C Usa
Rtary