History
David Blain founded BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) in 1999. He is primarily responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and complex tax strategies for clients, and is responsible for setting the firm wide investment strategy. Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families all over the world. This success is fueled by the commitment we have to helping our clients improve their lives through the application of financial planning and investment strategies while addressing the unique circumstances and goals of each individual and family we proudly serve.
Specialties
Provide holistic wealth planning in a flat, fee-only, fiduciary model.