Blue Sky Investment Partners, Inc.

EST. AUM
$118,017,737

CONTACTS

CLIENT ACCOUNTS
62

Firm Details

Metro area Chicago
CRD Number 145318
Website blueskyinvestments.net
Client types

Overview

Blue Sky Investment Partners, Inc. is an independent, fee-based registered investment adviser headquartered in Evanston, Illinois, serving individuals, couples, and families throughout the Chicago and North Shore regions since 2007. As a 100% employee-owned firm operating under a strict fiduciary standard, Blue Sky emphasizes a relationship-driven approach that tailors financial strategies to each client’s unique circumstances and goals. Founded by President Michael Willman, the firm provides comprehensive wealth management, financial planning, and discretionary portfolio oversight. Its advisory process incorporates retirement planning, cash flow analysis, tax-efficient strategies, and cost-conscious portfolio design. The firm’s investment philosophy avoids speculative market timing and hidden product costs, instead utilizing globally diversified portfolios built primarily with low-cost index mutual funds and exchange-traded funds to support long-term growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Blue Sky Investment Partners, Inc.

Platform Details

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