Register for our upcoming webinar: “Navigating Turbulent Markets - with Special Guest Apollo D. Lupescu, PhD” (December 13, 2023 at 2pm ET) REGISTER TODAY!
Register for our upcoming webinar: “Navigating Turbulent Markets - with Special Guest Apollo D. Lupescu, PhD” (December 13, 2023 at 2pm ET) REGISTER TODAY!
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Overcharged and underserved by your advisor?
Too many good people are getting ripped off by their financial advisor.
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Trusted Advisors Who "Do It All"
BlueSky Is Your One-Stop-Shop for Investment Management, Financial Planning, and Tax Preparation.
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Create a Legacy You'll Love
We’ll Help You Build A Meaningful Legacy For Your Family And The Causes You Care About.
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Have over $1.5M invested?
You’ve done a great job saving. Our complimentary second opinion will help you know if you’re still on the right track.
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We Fix Generic Financial Plans
Don’t settle for cookie-cutter advice. We carefully tailor our advice to you and your life.
BlueSky Services
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Fee-Only Tax, Retirement, and Legacy Planning for Disciplined Stewards

You've worked hard to build your savings and want to safeguard it for what's next.
We'll help you win the tax game, make work optional, and create a legacy you love.
Schedule A Consult

Real Client Testimonials

"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."
JoelBlueSky client since 2014 (Saint Johns, FL)
"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."
Gene & Pat HowellBlueSky clients since 2001 (Fayetteville, NC )
"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."
BlueSky Client
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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.

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

Your Path to Financial Independence

What does "financial independence" mean to you? Our proven process is designed to help you enjoy more of what matters most.
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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

Concerned about your financial future, The Service Quality, and Your Financial Legacy?

We're Your Solution Squad!

Whether you’re concerned about you future finances, or how you’re currently being treated by your existing firm, or you’re concerned about the legacy you’re leaving behind, BlueSky is your solution squad. We are here to help quench any concerns you may have and instill the confidence you deserve through the best years of your life.

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Financial Concerns?

  • Proactive, multi-year tax planning and strategies.
  • Generating Passive Income for Retirement ("FIR" - Financial Independence Ratio; Real Estate Investing)
  • Distribution Planning (where your money comes from)
  • Cash Flow Planning (how and how much)
  • Investment Strategy & Asset Allocation ("SAFER Portfolios by BlueSky")
  • Regular monitoring and adjustments to the plan
Finishing to successful deal of real estate

Top-Notch Client Service?

  • Process-oriented, proactive outreach
  • One-stop-shop (tax + basic legal info + investments + buy/sell + RE, etc.)
  • Innovation, tech-forward, staying up to date, team discussions & best practices
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Concerned About Your Legacy?

  • Preserving and Growing Family Net Worth
  • Family education for Future Stewards
  • Help them determine how much they can spend and how.
  • Legacy Planning (BSWA Solution: Estate Guru and other tools)
  • Charitable Giving Strategy (BSWA Solution: Charitable planning tools)
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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

Raving Fans

“I have known and worked with David for numerous clients and am always impressed with his dedication, acumen, and good business sense. I can think of no better author or example who good investment advisors can model than David.”
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Alan Gassamn, JD, LLM
“Do you have someone that you could count on to take care of your family and your finances if something happened to you? David earned that position in my life.”
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Kevin Bell, Client of BlueSky Wealth Advisors
“A lifelong learner, his interest and respect are sincere. David has been a trusted mentor to me for more than thirty years. Few people I've met rival his practical mix of discipline, industry, and devotion to greater purpose. With the courage to defy convention, and to live the life of his own design, David never compromises on principle. Two things you can count-on: his wise counsel comes from a place of love, and he walks the same path he endorses.”
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W. John Oliver, Managing Partner, Battle Monument Group

In The News

BlueSky Wealth Advisors is regularly featured in the following publications.

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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.

Common Questions

Industry Partnerships

BlueSky Insights

Visit Our Resource Center

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.

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