What Is Your Life’s Passion?
Do You Have A Plan To Make It Happen?

The best way to predict the future is to invent it.

BlueSky Wealth Advisors' mission is to be indispensable in helping our clients improve their lives
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Helping You Invest In Your Life

Our value benchmark is based on how our clients' lives would be, both financially and emotionally, if we were not present.
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BlueSky Planning

The combination of comprehensive financial planning with our investment management services is one of the most important tools we offer our clients.

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BlueSky Investing

BlueSky Investing℠ is our proprietary investment management process tailored to evolve with your financial life.

Growing a solid financial future

BlueSky Experience

As a client, we want you to feel safe and secure knowing that your financial life will always be on track.

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. 

Why Work With Us?

Our values are at the core of everything we do.

Everyday we ask ourselves one question, “How are we helping to improve the quality of our client’s lives?” At BlueSky, we have four overarching core values that govern our actions, attitudes and behaviors. Throughout the changes in our industry, and society as a whole, we use these values as a guide to remember what we stand for and how we can successfully accomplish our mission.


For our clients, for our fellow employees and all people with whom we encounter.


We are thought leaders in financial planning and investment topics for our clients and the industry in general.


Doing the right thing in thought, word, and deed - every time, all the time, without hesitation.


We strive to serve our clients and strive to exceed their expectations in every interaction.

Live More, Worry Less

We provide customized financial solutions to successful families and individuals who have better things to do than worry about the details of their financial affairs.

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.”
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.”
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.”
W. John Oliver, Managing Partner, Battle Monument Group

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.

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.