25+ years. Fee-only. Fiduciary. Veteran-founded.
Executive Wealth Management
Fee-only fiduciary advisors for executives, partners, and high-income professionals.
Your compensation arrives in pieces. Salary, bonus, equity, deferred comp, and the tax decisions tied to each of them. We bring the pieces together into a single coordinated plan, so every dollar you earn is positioned to do meaningful work for the rest of your life.
That’s the difference between earning a high income and building durable wealth, and it’s the work BlueSky has been doing for executives and high-earning professionals for more than 25 years.
Start the Conversation
A short conversation with a fiduciary advisor. No sales pitch, no obligation, no commission.
Is Your Compensation Working as Hard as You Are?
You know what you earn. The harder question is whether all of it is positioned to build wealth that outlasts the W-2.
You earned the position. The complexity that came with it should not become your second job. That is the job we take: owning how every piece fits, and flagging the course corrections before they get expensive.
Built for Clients Whose Financial Lives Outpace Their Advisors
BlueSky works with a deliberately limited number of clients: executives at public and private companies, partners at law and consulting firms, physicians and practice owners, and founders before and after liquidity. The common thread is a financial life with more moving parts than a generic advisor can hold in their head, and a standard of care that matches it.
What You Get as a BlueSky Client
An equity compensation strategy that earns its keep. RSUs, ISOs, NSOs, ESPP, performance shares, and pre-IPO equity, modeled across tax years and integrated with the rest of your plan rather than managed in isolation.
Investment management grounded in evidence, not opinion. Asset-allocation-driven portfolios built on decades of academic research, designed to capture market returns while managing tax drag at every step.
Estate and legacy planning that keeps pace with your life. Trusts, gifting, charitable strategies, and beneficiary coordination updated as the equity, the income, and the family change.
Tax planning and preparation handled in-house. Strategy and filing under one roof, with deferred comp elections, charitable timing, and multi-state exposure coordinated against your investment positioning.
Retirement and deferred compensation planning built for the long arc. 401(k), mega backdoor Roth, deferred comp elections, and post-retirement income strategy designed to last across the 30 years that follow the W-2.
Objective risk management. Independent analysis of life, disability, and umbrella coverage, with no commissions and no incentive to recommend anything you don’t need.
Cash flow and compensation strategy made deliberately. Bonus deployment, stock vest timing, and the day-to-day decisions that quietly turn a high salary into a real balance sheet.
Approaching an IPO, Acquisition, or Major Liquidity Event?
The 12 to 36 months before a transaction are when the real planning gets done. Pre-event diversification, 10b5-1 coordination, tax timing, and post-event portfolio construction are decisions worth seven or eight figures, and they’re best made well in advance of the lockup.
We work with executives and pre-IPO equity holders at every stage of that runway. The earlier the conversation, the more options on the table.
Why BlueSky?
| 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
What Clients Say
The experience Jim and I have had with BlueSky has been great. What a refreshing change. Our advisors have been exceptional with everything they have done for us. Communication is the name of the game, and BlueSky delivers. So glad we made the switch from First Command.
Jim and Mary
St. Johns, FL, BlueSky clients since 2023
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.
Joel
St. Johns, FL, BlueSky client since 2014
My team at BlueSky has taken the time to know me and what is important to me. They display a sincere interest in me and my family, and we have developed a trusting relationship. Due to their guidance and support, I feel secure in my retirement, and I am so grateful to them.
BlueSky client
San Jose, CA
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.
David L. Blain, CFA
Founder & CEO · Since 1999
Built by a Veteran, Not a Salesman
David L. Blain, CFA, is a West Point graduate with an engineering degree and 10 years of service in Army Airborne, Ranger, and Special Operations units. While serving overseas, he went looking for a financial advisor he could trust, and found that every one was pushing products and collecting commissions. So he built one that wouldn’t.
He founded BlueSky in 1999 on a single principle: financial advice should serve the client, not the advisor. Twenty-five years later, the firm operates the same way: fee-only, fiduciary, with no commissions, no proprietary products, and no conflicts of interest. David holds the Chartered Financial Analyst designation and is the author of Invest in Your Life, Not Just Your Portfolio, and leads a team that advises executives, founders, and high-income professionals nationwide.
One Last Thing
A Career’s Worth of Compensation Deserves a Career’s Worth of Strategy
You earned the position. The complexity that came with it isn’t supposed to be your second job. One conversation is enough to know whether we’re the right fit.
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.
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