Fee-Only Wealth Management · 25+ Years
Fee-Only Wealth Management With a Duty to You
Fee-only fiduciary advisors who treat your money with the care and consideration that we treat our own.
Request your second opinion.
A short conversation with a fiduciary advisor. No sales pitch, no obligation, no commission.
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We take a limited number of new clients each quarter, so every family gets the attention they’re owed.
As featured in
A Second Opinion
Is your wealth on the right trajectory?
You know where your wealth is now, but where is it headed?
You’ve spent decades building wealth. The work now is different: making sure it’s growing where it should, protected where it has to be, and on a path that actually gets you where you want to go.
Most plans quietly drift off course over time. Ours stay close to the trajectory, watching for the small course corrections before they become big ones.
Your wealth should be working as hard now as you did to build it.
Our advisors help clients answer the questions most plans leave unanswered.
Our Standards
What we stand for.
We exist to serve our clients, striving to exceed their expectations in every interaction.
We are committed to doing the right thing in thought, word, and deed every time, without hesitation.
One Firm. The Full Financial Picture.
Coordinated advice, under one roof.
Most families have a CPA, an attorney, and an investment advisor who don’t talk to each other.
We are a coordinated team, and make sure every aspect of your plan works in sync.
Investment Management
Evidence-based portfolios built around your goals and your timeline
Retirement Planning
Real projections built on real data
Risk Management & Insurance Review
Ensuring your assets are protected
Tax Planning & Preparation
Strategy and filing, integrated with your investment plan
Real Estate Advising
Buy, sell, hold, 1031 — the calls that affect your full balance sheet
Business Owner & Exit Planning
From running it to selling it to thriving afterward
Estate Planning Coordination
Trusts, gifting, and legacy strategy that protects those who matter most
Side By Side
Why BlueSky?
Three places people put their wealth. Only one is legally required to put your interests first.
| What you get | DIY / Self-Directed | The Answer BlueSky | Brokerage / Wirehouse |
|---|---|---|---|
| Legally required to act in your interest | |||
| No commissions, no product sales | n/a | ||
| Fee-only, transparent pricing | n/a | ||
| Evidence-based investment philosophy | varies | ||
| Same team, year after year | frequent turnover | ||
| Tax, estate, and investments under one roof | separate departments |
Legally required to act in your interest
No commissions, no product sales
Fee-only, transparent pricing
Evidence-based investment philosophy
Same team, year after year
Tax, estate, and investments under one roof
In Their Words
What our clients say.
John G. and John S. have been very helpful by sharing the pros and cons of various strategies and approaches to financial decisions and then modeling the impact. This makes me much more confident I am making the best decisions possible.
Thomas
Grimesland, NC, BlueSky client since 2017
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 over 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.
Joel
Saint Johns, FL, BlueSky client since 2014
The team at BlueSky has been a part of me for 20+ years. They have provided me with the best investment opportunities, and have been there for me throughout every stage of my career. They have answered my calls and questions even after hours and weekends. My portfolio has grown leaps and bounds and David and the rest of the advisors are top notch!
Jimmy
Stuart, FL, BlueSky Client since 2002
David L. Blain, CFA
Founder & CEO · Since 1999
Meet The Founder
Built by an Army officer who couldn’t find an honest advisor — so he became one.
CEO David L. Blain grew up with an appreciation for the value of money, developing quite the work ethic between cutting grass, delivering newspapers, and laying sod as a young man. With the help of his father, David learned to invest his hard-earned dollars and quickly developed a passion for investing. His self-guided study of finance continued as he pursued engineering at West Point, and even while he led soldiers as an officer in the U.S. Army.
Throughout his military career, David encountered the challenges of managing complex finances while balancing a demanding profession. He struggled to find financial advisors who prioritized his best interests. Instead, he encountered sales-driven advisors pushing high-commission products, unresponsive CPAs who failed to plan, and attorneys who made estate planning needlessly complex.
Rather than accept the status quo, David set out to build the kind of firm he wished existed—one that puts clients first, offers transparent guidance, and delivers real financial expertise.
One Last Thing
If your advisor feels more like a
salesperson than a partner, let’s talk.
The BlueSky team in New Bern, NC would be honored to show you what honest
wealth management looks like. The first review is on us.
Or call us directly
This material is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Investing involves the risk of loss, including loss of principal.
BlueSky Wealth Advisors, LLC is a registered investment advisor. For more information about BlueSky, including fees and services, please see our Form ADV Part 2A or contact us directly.
© 2026 BlueSky Wealth Advisors, LLC. All rights reserved.
