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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
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“The peace of mind we get from working with John and Johanna at Blue Sky is immeasurable. We appreciate the scope and depth of what they bring to us. We have worked with them for many years and the smartest thing we did was to start early. We can now take comfort in knowing that we have a solid financial plan that allows us to enter life beyond work! They have been a wonderful sounding board for all kinds of life events and decisions. They go way beyond basic financial planning and investment management. They have given us solid advice on our social security strategy, insurance coverages, real estate decisions, tax planning and have helped us navigate complex estate planning for a son with disabilities.
If you are looking for a true partner in planning for your future choose Blue Sky!”
Daniel and Katherine Mancuso
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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
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