CEO and Senior Wealth Advisor, David L. Blain, CFA, shares his experience as a small business owner, and how he scaled his company from making a mere $800 in his first year to now operating a successful multi-million dollar firm.

BlueSky Director of Client Engagement and Experience, Jennifer White, believes that being at BlueSky is about helping clients look beyond challenges and move toward a better financial path. She desires to create a seamless transition as curious bystanders become delighted clients.

BlueSky Wealth Advisor, Stephen Fletcher, CFP® MBA, has a passion for bringing innovative solutions to complicated financial lives. He specializes in trust and estate planning strategies, tax planning strategies for high earning individuals, and established small business owners.

As the BlueSky client family continues to grow, the need for more advisors has grown as well. When seeking new team members, we look for the best and brightest in the industry. We strive to find individuals who are passionate about our culture, our philosophy, and our clients.

In his many years as a personal investor and financial advisor, BlueSky Wealth Advisors CEO David Blain, CFA, has become a bit of an expert in real estate investing. In a recent REI Diamonds podcast interview with Dan Breslin, David details his real estate journey, from flipping and selling homes for military families to finding success and satisfaction in syndicated real estate and real estate investment trusts (REITs).

Listen in to the Sharkpreneur podcast with Kevin Harrington and Seth Greene as BlueSky Wealth Advisors CEO, David Blain, CFA, details how his West Point days and elite military service led him to the best investment he ever made.

Expert wealth advisor and financial planner at BlueSky Wealth Advisors, Stephen Fletcher, CFP®, MBA, has been announced as the National Association of Personal Financial Advisors' New Professional in 2020. With areas of expertise in trust and wealth management, financial analysis, tax planning, and a flat-fee, fee-only, fiduciary advisor model, Stephen is a bit of a rarity in the financial industry.

Stephen Fletcher, CFP®, MBA, explains a little-known provision in the tax code that advisors have been utilizing for years. It is called the Back-Door Roth contribution, and it lets high-income earners still get some funds into a Roth IRA, even if they make well over the upper end of the income limit.