BlueSky Wealth Advisors

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BlueSky Wealth Advisors Overview

Type
Multi Family Office
Year Founded

General Information

BlueSky Wealth Advisors is a multi-family office headquartered in New Bern, United States. Founded in 1999 by entrepreneur and former U.S. Army officer David L. Blain, the firm originated from Blain’s personal investment gains and commitment to unbiased, fee-only advice. It provides financial planning, tax strategy, and discretionary asset management for affluent families, aligning long-term objectives with disciplined portfolio construction and transparent fiduciary oversight.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
28562, New Bern, North Carolina, US, 2131 S Glenburnie Rd, Suite 8

Portfolio & Notable Allocations

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