BlueSky Wealth Advisors logo

BlueSky Wealth Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

BlueSky Wealth Advisors is a fee-only, independent financial advisory firm that combines investment management with comprehensive financial planning. Founded in 1999, the firm emphasizes transparent, customized guidance at a reasonable price, using a proprietary pricing model to align cost with the complexity of each client’s needs. Based in New Bern, North Carolina, the firm serves individuals seeking strategies to reduce taxes, generate passive income, and build a lasting financial legacy.

Find BlueSky Wealth Advisors employees' phone numbers or email addresses

BlueSky Wealth Advisors Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Asia
2

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  • United Arab Emirates
    2

South America
1

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  • Uruguay
    1

BlueSky Wealth Advisors's Leadership

  • President at BlueSky Wealth Advisors
    R. M.
    President
  • Head Of Growth at BlueSky Wealth Advisors
    D. H.
    Head Of Growth
  • Partner & Director Of International Business at BlueSky Wealth Advisors
    A. K.
    Partner & Director Of International Business
  • Managing Partner at BlueSky Wealth Advisors
    N. G.
    Managing Partner
  • Director at BlueSky Wealth Advisors
    J. W.
    Director
  • Office Manager at BlueSky Wealth Advisors
    H. S.
    Office Manager
  • Client Service Specialist at BlueSky Wealth Advisors
    A. J.
    Client Service Specialist
  • Client Service Specialist at BlueSky Wealth Advisors
    A. N.
    Client Service Specialist

BlueSky Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other
  • Business Development

Contact profiles from BlueSky Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Partner & Director Of International Business at BlueSky Wealth Advisors
    A. K.
    Partner & Director Of International Business
    United Arab Emirates, Dubai
    Sep 15, 2026
  • Managing Partner at BlueSky Wealth Advisors
    N. G.
    Managing Partner
    United Arab Emirates, Dubai
    Apr 14, 2026
  • President at BlueSky Wealth Advisors
    R. M.
    President
    Oct 23, 2024
  • Head Of Growth at BlueSky Wealth Advisors
    D. H.
    Head Of Growth
    Apr 15, 2026
  • Director at BlueSky Wealth Advisors
    J. W.
    Director
    Oct 16, 2024
  • Office Manager at BlueSky Wealth Advisors
    H. S.
    Office Manager
    Oct 22, 2024
  • Client Service Specialist at BlueSky Wealth Advisors
    A. J.
    Client Service Specialist
    Oct 16, 2024
  • Client Service Specialist at BlueSky Wealth Advisors
    A. N.
    Client Service Specialist
    Jan 03, 2025

Frequently Asked Questions

What is BlueSky Wealth Advisors known for?

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BlueSky Wealth Advisors was founded in 1999 and operates in the Financial Services industry. You can contact BlueSky Wealth Advisors's main corporate office by phone at . Explore BlueSky Wealth Advisors's company overview page for more information.

What is BlueSky Wealth Advisors's most common email format?

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BlueSky Wealth Advisors employees' email format typically follows the pattern of FirstLast@blueskywa.com. Trying to find reliable and up-to-date employee contact data? Find more BlueSky Wealth Advisors email formats with LeadIQ.

How many employees does BlueSky Wealth Advisors have currently?

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BlueSky Wealth Advisors has approximately 19 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and South America.

Who are BlueSky Wealth Advisors's key employees and leadership?

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As of August 2026, BlueSky Wealth Advisors's key employees include:

  • President: R. M.
  • Head Of Growth: D. H.
  • Partner & Director Of International Business: A. K.
  • Managing Partner: N. G.
  • Director: J. W.

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