Bluesky Wealth Advisors

Description

• At BlueSky Wealth Advisors our mission is to be indispensable to our clients by helping to improve their lives through the application of financial planning and investment strategies that address the unique circumstances and goals of each individual and family we serve. We offer a very different approach to financial planning and investment management services. Through the development of systematic processes and procedures we maximize our advisor-client interaction, ensuring each necessary aspect of our clients financial life is examined and planned accordingly. When appropriate, our advisors will skillfully partner with a clients accountants, attorneys and other professionals to help ensure we are fully integrating their planning process.This unique approach to wealth planning is not the only difference. BlueSky Wealth Advisors is an independent, fee-only registered investment advisor (RIA). This means we have a fiduciary responsibility to put the needs of our clients above our own. As a fee-only advisor, registered with NAPFA, we do not sell any products, earn commissions, or accept or pay referral fees from any outside source. Our only focus is what is best for our clients. All of our lead advisors have at least a CFP® certification, yet many have more including, MBAs and CFA certifications.We have offices in New Bern, NC, Pleasanton, CA and Santa Clara, CA.}Please learn more about us: @blueskywealth or www.blueskywa.com
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  Headquarters:2131 South Glenburnie Road Suite 8, New Bern, North Carolina, United States

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  Phone Number: +1 252-638-4000

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  Website: https://www.blueskywa.com

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  Employees:23

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  Revenue:$1 - 10M

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  Legal Name:Bluesky Wealth Advisors

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• |  NAICS Code: 541110  |

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