A complete list of active advisors currently associated with Bluesky Wealth Advisors, LLC

Warmer can help you find a great advisor at Bluesky Wealth Advisors, LLC or one who fits your needs even better.

BlueSky Wealth Advisors serves individual and high‑net‑worth clients, as well as various institutional and trust entities, offering comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages just over $1 billion in discretionary client assets through a team of nine advisors and works with a few hundred client relationships across multiple offices. The firm’s investment approach emphasizes strategic asset allocation across a broad set of asset classes, generally favoring low‑cost, tax‑aware, primarily passive strategies supplemented by selected active managers and model portfolios when they add value. Portfolios are managed on a discretionary basis with written investment policy statements, ongoing monitoring, and methodical rebalancing to align with client risk tolerances and objectives. Compared with many peers, BlueSky does not rely on a percentage‑of‑AUM fee model and instead uses fixed periodic pricing, and its advertising disclosures indicate the use of client endorsements, testimonials, and third‑party ratings. The firm was recently acquired by a holding company affiliated with Alpine Investors (creating relationships with several other registered advisers) and also facilitates client investments in unaffiliated private real estate funds, reporting those positions as assets under advisement.

To learn more about the advisors currently working at Bluesky Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.