BlueSky Wealth Advisors Information
Contact top employees from
BlueSky Wealth Advisors
Summary
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 pri...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Complex Tax and Trust Planning, Equity Compensation, Investment Management, Wealth Preservation, Real Estate Investment and Planning, Business Succession, Estate Planning, Insurance and Risk Management, Retirement Planning, Business Planning
Founded
1999
Contact BlueSky Wealth Advisors
Organization Website
Social Links
Phone Number
252-633-0107
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2013 | Partnership | 1 - 25 | < 1M | $0 | |
| 1987 | Privately Held | 25 - 100 | 11M | $0 | |
| - | Privately Held | 10-50 | < 1M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at BlueSky Wealth Advisors shows a diverse range of experience levels:
6% have been with the company for less than 1 year12% for 1–2 years12% for 3–4 years24% for 5–7 years24% for 8–10 years24% have over 11 years of service at BlueSky Wealth AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
BlueSky Wealth Advisors
Soo Yeon Kim
Wealth Advisor
Molly Sutz
Wealth Advisor
John Gjertsen
Senior Wealth Advisor
Ayasha Jones
Partner
Tara Hughes
Senior Wealth Advisor
Caroline Jones
Wealth Advisor
Madison Carneiro
Client Service Specialist
Christie Bonacci
Senior Wealth Advisor
Morgan Broughton
Client Engagement Associate
Madeline Valente
Partner
Elizabeth Ritchie
Financial Planning Associate
Christina Boland
Director of Engagement
Tiffany Cassell, CPB
Operations Team Member
Jeb Collier
Client Development
Caroline Wight Blain
Art Instructor
BETTY SLOOPE
Administrator Assistant
Similar Companies
FAQ
BlueSky Wealth Advisors operates in the Financial Services industries. More details can be found on the official website: BlueSkywa.com.
The headquarters of BlueSky Wealth Advisors are located in New Bern, United States.
You can contact BlueSky Wealth Advisors by phone at 252-633-0107.
BlueSky Wealth Advisors currently employs 10-50 people.
Well-known competitors of BlueSky Wealth Advisors include NEST Financial, FAI Wealth Management and Avier Wealth Advisors.
