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  • Who We Are
    • Our Founder
    • Our Team
    • Our Values
    • Careers
  • Who We Serve
    • Established Business Owners
    • Successful Medical Practitioners
    • High-Earning Executives
    • Military Service Members and Retirees
  • Testmonials
  • Services & Pricing
    • Our Services
      • BlueSky Planning
      • BlueSky Investing
    • Our Pricing
  • Resource Center
    • BlueSky Insights
    • BlueSky Webinars
    • Tax Preparation Info
    • Industry Partnerships
    • FAQs
  • Client Login
Contact Us

Redefining The Path To Financial Independence

Our team of professionals, paired with a passion for advocating financial independence, has created a holistic client experience that takes the heavy lifting off your plate and allows you to live your best life possible. 

BlueSky CEO and founder, David Blain, CFA, designed a step-by-step process that has become the foundation of how we help our clients successfully achieve financial independence. 

BlueSky’s Investment Philosophy

We don’t pick and choose individual securities to include in client portfolios. Rather, we analyze and strategically allocate a variety of asset classes using low-cost and tax-efficient funds.

BlueSky Road Map To Financial Independence

The Value Of BlueSky Investing

By evaluating each client’s risk tolerance, emotional readiness, and core values – we develop custom strategies for portfolios.

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Bluesky

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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Headquartered in New Bern, North Carolina with advisors and clients nationwide
  • 2131 S Glenburnie Rd #8, New Bern, NC 28562
  • 252.633.0107
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