Acworth, GA Office
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Bluesky Wealth Advisors, LLC
Team
Firm-wide stats for Bluesky Wealth Advisors, LLC
About
BlueSky Wealth Advisors serves individual and high‑net‑worth clients, as well as various institutional and trust entities, offering comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages just over $1 billion in discretionary client assets through a team of nine advisors and works with a few hundred client relationships across multiple offices.
The firm’s investment approach emphasizes strategic asset allocation across a broad set of asset classes, generally favoring low‑cost, tax‑aware, primarily passive strategies supplemented by selected active managers and model portfolios when they add value. Portfolios are managed on a discretionary basis with written investment policy statements, ongoing monitoring, and methodical rebalancing to align with client risk tolerances and objectives.
Compared with many peers, BlueSky does not rely on a percentage‑of‑AUM fee model and instead uses fixed periodic pricing, and its advertising disclosures indicate the use of client endorsements, testimonials, and third‑party ratings. The firm was recently acquired by a holding company affiliated with Alpine Investors (creating relationships with several other registered advisers) and also facilitates client investments in unaffiliated private real estate funds, reporting those positions as assets under advisement.
Based on Bluesky Wealth Advisors, LLC
Expertise
Based on Bluesky Wealth Advisors, LLC
Location
Acworth GA
Advisors at this office
2
Advisors at this office
John G
CFP®, CFA®, Series 65
Acworth, GA
Bluesky Wealth Advisors, LLC
John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.
Caroline J
CFP®
Acworth, GA
Bluesky Wealth Advisors, LLC
Caroline Jones is a CFP® professional with five years of industry experience. She is currently with BlueSky Wealth Advisors, LLC, where she has worked since 2020, following three years at Elwood & Goetz Wealth Advisory Group. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic, tax-efficient investment approach that includes active management and the use of sub-advisers when appropriate.
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