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BlueSky’s 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.
Though our industry and society as a whole may change, these cornerstones remain as a guide to remember what we stand for and how we can successfully accomplish our mission.
Within our team and beyond, we honor everyone we impact and act in their best interest.
We share our financial expertise not only as thought leaders in our industry, but as a resource for our clients.
Doing the right thing in thought, word, and deed every time, without hesitation.
We exist to serve our clients, striving to exceed their expectations in every interaction.
David L. Blain, CFA, founded BlueSky to be the firm he wished existed—one that puts service before sales, strategy before commissions, and clients before profits. After facing financial advisors focused on selling, tax professionals who failed to plan, and estate attorneys who made things harder instead of easier, he built BlueSky on the principles of respect, knowledge, integrity, and service. Here, financial planning is about clarity, confidence, and putting your best interests first.
We take a personalized approach to financial planning, carefully selecting an advisor that best aligns with your goals, values, and personality. Our team fosters collaborative relationships, ensuring you receive guidance from professionals who truly understand and respect your unique financial journey.
Our team of CFPs, CPAs, CFAs, and real estate specialists ensures you have access to deep expertise in financial planning, investment management, and tax strategy. We continually refine our knowledge to adapt to an ever-changing financial landscape, ensuring you receive the most informed guidance possible.
Transparency is at the heart of our firm. We don’t push financial products, take commissions, or receive kickbacks—our only compensation comes directly from you. This means we are legally and ethically bound to act in your best interest, providing unbiased advice you can trust.
Your financial well-being is our top priority. As your Personal CFO, we integrate financial planning, investment strategy, and proactive tax management into a seamless experience. Our team works together to anticipate your needs and exceed expectations at every stage of life.