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