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As a client you will feel an immediate sense of relief and community when you become a member of BlueSky.
As you live your life, your trusted advisory team will walk with you every step of your journey. Every time you need support, guidance, coaching, or even a bit of straight talk, you will have it.
You Come First, Always
As an independent, fee-only advisor, our clients are our only focus. We do not sell any products, earn commissions, accept referral fees, or otherwise receive compensation from any source other than you. You pay a flat-fee based solely on your needs and the complexity of your situation, free of the potential conflicts resulting from an advisory fee determined by the size of your portfolio.
We Are More Than Reliable – We Are Trustworthy
Relationships that are built on trust can have incredible outcomes. As a client, your life becomes easier, your future brighter, and overall, things start to look clearer. Your team of advisors is constantly thinking about how they can add value to your situation. We want you to have peace of mind knowing that you have a trusted team of advisors working to keep you on track for success. Go ahead. Sleep tight and dream big.
Greater Knowledge Through Teams
At BlueSky, you're not just assigned one advisor – you have a team of advisors. Through this team-focused service model, we leverage the expertise of all our talented employees, optimizing the advice we provide you.
Enjoyment of Advanced Technology
BlueSky Wealth Advisors has integrated our technology in order to deliver a more complete solution through our client portal. This highly secure, robust portal experience includes access to your financial plan, up-to-date values of your accounts, dynamic performance of your investment assets and of course, a comprehensive snapshot of your assets and liabilities. You will have 24/7 access to your client portal directly from our website, smart phone or tablet via our app, BlueSky Port.