BlueSky represents the seventh RIA that Aspen has partnered with

Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that it has acquired BlueSky Wealth Advisors, LLC (“BlueSky”) a New Bern, N.C.,-based RIA with $1 billion in assets under management (“AUM”).

Founded in 1999, BlueSky is a fee-only, independent financial advisory firm that provides a highly personalized blend of investment management and comprehensive financial planning with the goal of helping clients develop tax mitigation strategies, generate passive income, and create lasting legacies.​

“BlueSky has achieved steady growth over the last 25 years because of the highly personalized, holistic financial advice we provide to our clients. We are excited to accelerate that trajectory in partnership with Aspen, with our clients’ long-term needs and aspirations guiding everything we do,” said David Blain, CFA, CEO of BlueSky.

Aspen takes an individualized approach to working with RIAs: it does not buy to sell. Instead, Aspen invests in enduring relationships that preserve firm identity, empower leadership, and drive sustainable growth.

“BlueSky has built something rare: a firm that has grown steadily for decades by doing the right thing for clients,” said Aly Kassim-Lakha, CEO of Aspen. “David and his team share our belief that great advisory firms are built for the long term. We are excited to support their next chapter while preserving what has made BlueSky exceptional.”

Aspen has acquired six other RIAs since launching in late 2024: MG Financial, SKY Investment Group, LLC, New England Private Wealth Advisors, LLC, Martel Wealth Advisors, DHK Financial Advisors, and Summitry, LLC.

Sherman & Co. served as the investment bank for this transaction.

About Aspen Standard Wealth, LLC

Aspen Standard Wealth acquires leading RIAs and provides them with a permanent home. Aspen’s business model supports long-term growth, talent development, and legacy preservation, while enabling firm leaders to operate independently. Aspen is not a registered investment adviser. Investment advisory services are delivered by Aspen’s affiliated RIAs and references to AUM represent assets under management held at such firms. Learn more at aspenstandardwealth.com.

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