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VerifiedFinancial Services· Founded 1999

Bluesky Wealth Advisors

BlueSky Wealth Advisors is a fee-only, independent financial advisory firm founded in 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.

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HeadquartersNew Bern, United StatesEmployees18(11 to 50)Annual revenue$1M to <$10MFounded year1999Websiteblueskywa.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

1

tools in use

Monthly traffic

1.5K

organic / mo

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Decision-makers and verified team members

16 contacts with verified email or phone · masked until revealed.

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Top roles at Bluesky Wealth Advisors

10 distinct titles indexed · top 10 shown.

  • 3senior wealth advisor
  • 3wealth advisor
  • 1&,
  • 1advisor
  • 1ceo & senior wealth advisor
  • 1client engagement associate
  • 1director of engagement
  • 1office manager
  • 1operations team member
  • 1partner

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