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Our Mission

BlueSky Wealth Advisors’ mission is to be indispensable in helping our clients improve their lives through the application of financial planning and investment strategies that address the unique circumstances and goals of each individual or family we serve.

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Our Values

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.

Invest In Your Life, Not Just Your Portfolio.

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