25+ years. Fee-only. Veteran-founded.
Wealth Management for Families Who’ve Built Something Worth Protecting
Fee-only fiduciary advisors for high and ultra-high net worth clients across the Southeast.
Over time, most successful families build a network of trusted advisors. You have a CPA, an estate attorney, an investment account or three, insurance policies, perhaps a family office conversation that stalled. Plenty of professionals, but no one aligning with them.
That’s the gap BlueSky was built to close.
We take responsibility for the whole plan: one advisor accountable for how every piece fits, backed by a team of CFAs, CFPs, and CPAs whose job is to know your situation as well as you do.
Request your second opinion.
A short conversation with a fiduciary advisor. No sales pitch, no obligation, no commission.
As featured in
If you’re not certain that your current plan is doing everything it should, we’ll show you what’s working, what isn’t, and what’s been missed. The review is complimentary and confidential.
When the Stakes Are This High, the Margin for Error Is Small
As financial lives become more complex, so do the planning considerations that surround them.
Concentrated stock positions that need to be managed for tax drag and risk simultaneously. Trust structures built around assumptions that no longer hold. Multi-state tax exposure. Charitable giving strategies that haven’t kept pace with the latest law. Estate documents quietly mismatched to the balance sheet they were written to govern.
This is the everyday reality of significant wealth, and where small oversights become seven-figure mistakes.
BlueSky is built for this work. Our advisors are Certified Financial Planners, CPAs, and Chartered Financial Analysts who see how a charitable gift this year shapes your tax position, your estate, and your investments for years to come. We plan for the connections, not just the pieces, because one decision affects every other.
David L. Blain, CFA
Founder & CEO · Since 1999
Built on a Code Most of Wall Street Has Forgotten
BlueSky was founded by David Blain, CFA, a retired military officer who came to financial advising the long way around, through service, business ownership, and a discipline that shaped how he runs the firm to this day.
He built BlueSky on a standard he’d lived by his whole career: do the work, do it right, and put the mission ahead of yourself. The mission here is your financial future.
Twenty-five years later, that’s still how every advisor on our team works.
Wealth Management Services
Investment Management
Asset-allocation-driven portfolios grounded in decades of academic research. Built to capture market returns while managing tax drag at every step.
Estate Planning Coordination
Trust review, gifting strategy, and direct work with your estate attorney to keep documents aligned with current law and current circumstances
Risk Management & Insurance Review
Independent analysis of existing policies. No sales, no commissions, no replacement-for-replacement’s-sake.
Real Estate Advising
1031 exchanges, holding strategy, and how property fits into the broader balance sheet.
Tax Planning & Strategy
Strategy and filing handled in-house, integrated directly with the investment plan.
Retirement Income Planning
Distribution strategies designed to last, accounting for taxes, healthcare, and the realities of a 30-year retirement.
Concentrated Stock & Liquidity Event Planning
Pre-sale tax strategy, diversification timing, and post-liquidity portfolio construction for business owners and executives.
Charitable & Legacy Planning
Donor-advised funds, charitable trusts, and multi-generational gifting strategies built around what you actually want to leave behind.
Why BlueSky?
One Firm. The Full Financial Picture.
Most successful families end up with a CPA, an attorney, and an investment manager who never talk to each other.
Each piece of advice can be good, and the system can still fail you. We close that gap.
| What you get | DIY / Self-Directed | The Answer BlueSky | Brokerage / Wirehouse |
|---|---|---|---|
| Legally required to act in your interest | Varies by account | ||
| No commissions, no product sales | N/A | Fee-only | Often commission or product-based |
| Fee-only, transparent pricing | N/A | Typically a percentage of AUM | |
| Evidence-based investment philosophy | Varies | Varies | |
| Same team, year after year | Varies | ||
| Tax, estate, and investments under one roof | Often separate |
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
From the Clients We Serve
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
These testimonials were provided by a client of BlueSky Wealth Advisors, LLC. The clients were not compensated for this statement. The client’s experience may not be representative of other clients’ experiences and is not a guarantee of future results. BlueSky Wealth Advisors, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
One Last Thing
If your current plan deserves a second look, this is what an honest one feels like.
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.
