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Are you on the right trajectory?

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

BlueSky path to Financial Independence

The path to reaching – and maintaining – financial freedom is different for everyone.

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.

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.

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.
Flat Fee Wealth Management Near me

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. 

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?

Finishing to successful deal of real estate

Top-Notch Client Service?

Happy mature couple using laptop while planning their home budget.

Concerned About Your Legacy?

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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.

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.

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.