BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 1999 on the belief that clients deserve honest, high-quality, reliable advice for a transparent and reasonable price. For over 25 years, our highly personalized blend of investment management and comprehensive financial planning has helped clients reduce their taxes, generate passive income, and create a legacy they love. Your path to financial independence is dynamic and unique. Our proprietary complexity-based pricing model ensures the price you pay is always as transparent and customized as the expert guidance you receive.
View Top Employees from BlueSky Wealth Advisors| Website | http://www.blueskywa.com |
| Revenue | $6 million |
| Employees | 29 (29 on RocketReach) |
| Founded | 1999 |
| Address | 2131 S Glenburnie Rd Suite 8, New Bern, North Carolina 28562, US |
| Phone | (252) 633-0107 |
| Technologies |
JavaScript,
HTML,
Twitter
+17 more
(view full list)
|
| Industry | Financial Services, Finance General, Complex Tax and Trust Planning, Finance, Equity Compensation, Investment Management, Wealth Preservation, Real Estate Investment and Planning, Business Succession, Estate Planning, Insurance and Risk Management, Retirement Planning |
| Web Rank | 12 Million |
| Keywords | David Blaine Bluesky, Bluesky Wealth Advisors |
| Competitors | Commencement Financial Planning LLC, Core Wealth Management (Jupiter, FL), Covenant Wealth Advisors, Pillar Wealth Management, Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular BlueSky Wealth Advisors employee's phone or email?
BlueSky Wealth Advisors Questions
The BlueSky Wealth Advisors annual revenue was $6 million in 2024.
Madeline Valente is the Partner of BlueSky Wealth Advisors.
29 people are employed at BlueSky Wealth Advisors.
BlueSky Wealth Advisors is based in New Bern, North Carolina.
The NAICS codes for BlueSky Wealth Advisors are [52393, 52, 523, 5239].
The SIC codes for BlueSky Wealth Advisors are [62, 628].
Top BlueSky Wealth Advisors Employees
-
31
-
35+
-
31
-
22
-
34
-
23
-
12
