25+ years. Client-first. NAPFA-registered.
Fee-Only Wealth Management With a Duty to You
Fee-only fiduciary advisors who treat your investments, tax strategy, estate plan, and business decisions with the care and consideration that we treat our own.
We take a limited number of new clients each quarter, so every family gets the attention they’re owed.
Start the Conversation
A short conversation with a fiduciary advisor. No sales pitch, no obligation, no commission.
As featured in
A Second Opinion
Is Your Wealth on the Right Trajectory?
You know where your wealth is now, but where is it headed?
You’ve built something complex. The work now is different: making sure it’s growing where it should, protected where it has to be, and on a path that actually gets you where you want to go.
That’s the job we take: owning how every piece fits, and flagging the small course corrections before they turn into expensive ones.
Your wealth should be working as hard now as you did to build it.
Our advisors help clients explore the questions that matter most to their future
What we stand for.
We exist to serve our clients, striving to exceed their expectations in every interaction.
We are committed to doing the right thing in thought, word, and deed every time, without hesitation.
One Firm. The Full Financial Picture.
Most successful families end up with a CPA, an attorney, and an investment manager who never talk to each other.
Each piece of advice can be good, and the system can still fail you. We close that gap.
Investment Management
Evidence-based portfolios built around your goals and your timeline.
Retirement Planning
Real projections built on real data.
Real Estate Advising
Buy, sell, hold, 1031 — the calls that affect your full balance sheet.
Tax Planning & Preparation
Strategy and filing, integrated with everything else, not bolted on in April.
Estate Planning Coordination
Trusts, gifting, and legacy decisions that protect those who matter most.
Risk Management & Insurance Review
Ensuring your assets are protected.
Business Owner & Exit Planning
From running it, to selling it, to thriving afterward.
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 Our Clients Say
John G. and John S. have been very helpful by sharing the pros and cons of various strategies and approaches to financial decisions and then modeling the impact. This makes me much more confident I am making the best decisions possible.
Thomas
Grimesland, NC, BlueSky client since 2017
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. They are a pleasure to work with.
Joel
Saint Johns, FL, BlueSky client since 2014
The team at BlueSky has been a part of me for 20+ years. They have provided me with the best investment opportunities, and have been there for me throughout every stage of my career. They have answered my calls and questions even after hours and weekends. My portfolio has grown leaps and bounds and David and the rest of the advisors are top notch!
Jimmy
Stuart, FL, BlueSky Client since 2002
The statements above were provided by current clients of BlueSky Wealth Advisors. These clients were not compensated, in cash or otherwise, for their testimonials, and have no material conflicts of interest in providing them. Testimonials reflect the experience of the individual clients quoted, may not be representative of any other client’s experience, and are not a guarantee of future performance or results.
David L. Blain, CFA
Founder & CEO · Since 1999
Meet The Founder
Built by an Army officer who couldn’t find an honest advisor — so he became one.
CEO David L. Blain grew up with an appreciation for the value of money, developing quite the work ethic between cutting grass, delivering newspapers, and laying sod as a young man. With the help of his father, David learned to invest his hard-earned dollars and quickly developed a passion for investing. His self-guided study of finance continued as he pursued engineering at West Point, and even while he led soldiers as an officer in the U.S. Army.
Throughout his military career, David encountered the challenges of managing complex finances while balancing a demanding profession. He struggled to find financial advisors who prioritized his best interests. Instead, he encountered sales-driven advisors pushing high-commission products, unresponsive CPAs who failed to plan, and attorneys who made estate planning needlessly complex. Rather than accept the status quo, David set out to build the kind of firm he wished existed—one that puts clients first, offers transparent guidance, and delivers real financial expertise.
David founded BlueSky in 1999 to fill a gap found in his own pursuit of financial advice. In a world of confusing jargon, service models, and fee structures, BlueSky simplifies your path to financial freedom and extends a hand as a reliable resource.
More than 25 years later, that’s still how every advisor on our team works.
If your advisor feels more like a
salesperson than a partner, let’s talk.
The BlueSky team in New Bern, NC would be honored to show you what honest
wealth management looks like. The first review is on us.
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.
© 2026 BlueSky Wealth Advisors, LLC. All rights reserved.
