Shaped by Experience
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.
