Are you on the right trajectory?
Where are you now, and where do you want to be?
The path to reaching – and maintaining – financial freedom is different for everyone. At BlueSky, we take a holistic approach to wealth management, gaining a deep understanding of your goals and financial landscape. Using this insight, we craft a comprehensive strategy designed to help you achieve your greatest aspirations and grow your net worth with confidence and clarity.
Serving Clients How We Want to Be Served
When David Blain, CFA, founded BlueSky over 25 years ago, his vision was clear: to provide the personalized guidance he had always found lacking. Frustrated by one-size-fits-all advice and unnecessary product sales, he set out to create a firm that truly understands each client’s unique goals and is genuinely committed to helping them achieve financial success.
Real Client Testimonials
Joel
BlueSky client since 2014 (Saint Johns, FL)
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 of 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.
Lorraine & Buck
BlueSky client since 2021 (Mesa, AZ)
BlueSky gave us peace of mind by aligning their advice with our values. We’re grateful for their dedication to helping us meet our goals.
Carlos
BlueSky client since 2021 (South San Francisco, CA)
With their help, I’ve accomplished more than I ever thought possible. BlueSky helped me meet my financial goals faster than expected.
Gene & Pat
BlueSky clients since 2001 (Fayetteville, NC )
We have been with David Blain and Blue Sky for over 22 years . From humble beginnings in investments , David has set us up for wonderful fruitful retirement years . David and his company has so much integrity and professionalism. We can not be more thankful for all they have accomplished for us over the years.
BlueSky Client
Simply put, Blue Sky provides the competence, integrity, and insight to meet my financial needs. Attention to detail and wise financial guidance enable me to feel at ease in a turbulent fiscal environment. Clairvoyant in their vision, my team is always ahead of the game, whether it be taxes, investment strategy or whatever. They exude confidence because they have the credentials and experience to perform at the highest level.
Helping You Invest In Your Life
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
Reduce Your Taxes
Are you looking to minimize the impact of your taxes? Our team of tax experts can prepare your taxes AND help reduce your taxes through multi-year, proactive tax planning strategies.
Generate Passive Income
You've reached financial independence once your passive income equals or exceeds your living expenses. We'll help get you there through income-producing real estate and other income producing assets.
Make A Difference
Your legacy doesn't have to wait until you're gone. We'll partner with you to design a meaningful and tax-efficient legacy plan that makes a difference for your loved ones and charitable causes you care about.