Flat Fee Wealth Management Near Me | BlueSky Wealth Advisors

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.

Helping You Invest In Your Life

Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.

Reduce Your Taxes

Are you looking to minimize the impact of your taxes? Our team of tax experts can prepare your taxes AND help reduce your taxes through multi-year, proactive tax planning strategies.

Generate Passive Income

You've reached financial independence once your passive income equals or exceeds your living expenses. We'll help get you there through income-producing real estate and other income producing assets.

Make A Difference

Your legacy doesn't have to wait until you're gone. We'll partner with you to design a meaningful and tax-efficient legacy plan that makes a difference for your loved ones and charitable causes you care about.

More about our services

Real Client Testimonials

Joel

BlueSky client since 2014 (Saint Johns, FL)

One of the things I have appreciated most about BlueSky has been the tremendous communication and responsiveness of the team. In addition to their proactive scheduling of quarterly reviews, I have reached out many times of the years with questions and requests, and they have never failed to get back to me very rapidly with meaningful responses. They are a pleasure to work with.

Lorraine & Buck

BlueSky client since 2021 (Mesa, AZ)

BlueSky gave us peace of mind by aligning their advice with our values. We’re grateful for their dedication to helping us meet our goals.

Carlos

BlueSky client since 2014 (Saint Johns, FL)

With their help, I’ve accomplished more than I ever thought possible. BlueSky helped me meet my financial goals faster than expected.

Gene & Pat

BlueSky clients since 2001 (Fayetteville, NC )

We have been with David Blain and Blue Sky for over 22 years . From humble beginnings in investments , David has set us up for wonderful fruitful retirement years . David and his company has so much integrity and professionalism. We can not be more thankful for all they have accomplished for us over the years.

BlueSky Client

Simply put, Blue Sky provides the competence, integrity, and insight to meet my financial needs. Attention to detail and wise financial guidance enable me to feel at ease in a turbulent fiscal environment. Clairvoyant in their vision, my team is always ahead of the game, whether it be taxes, investment strategy or whatever. They exude confidence because they have the credentials and experience to perform at the highest level.

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.

Who We Are

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.

Who We Serve

In The News

BlueSky Wealth Advisors is regularly featured in the following publications.

Resource Center

We believe knowledge is the key to unlocking confidence and success. Since 1999, BlueSky Wealth Advisors has been published in over 200 articles both nationally and locally.

Visit Our Resource Center

Common Questions

Industry Partnerships

BlueSky Webinars

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.

Request your free copy!

“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

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.