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.
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.
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 Built 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.
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.
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.
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.
“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
Your CPA Leads With Deductions. Here’s Why That’s the Wrong Place to Start.
A message from David L. Blain, CFA — CEO, BlueSky Wealth Advisors Here’s something that […]
Maintaining Discipline Amid Geopolitical Market Volatility
A message from David L. Blain, CFA — CEO, BlueSky Wealth Advisors Former U.S. Army […]
What Is an Example of Market Allocation? Blue Sky Wealth Advisor
Are you curious about market allocation? What is allocation? Market allocations are a powerful tool […]
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.
