Caroline Jones
Wealth Advisor
BlueSky Wealth Advisors
Through our highly personalized blend of investment management and financial planning, we help disciplined savers win the tax game, make work optional, and create a legacy they love.
Contact Me
Send Caroline a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
- Based in Kennesaw, GA, serving clients locally and across the country through virtual meetings and our collaborative platform.
- BlueSky Wealth Advisors provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, BlueSky advisors are never paid a commission of any kind, and have a legal obligation to provide unbiased financial advice.
BlueSky’s services are best for clients with $1M or more of money to invest.
Prices are based on complexity and range from $2,500 to $16,250 per quarter.
Get to Know Caroline Jones
Caroline Jones is responsible for managing client data, developing financial plans, implementing recommendations, and presenting information to clients. She assists in answering their daily and ongoing questions as well as managing their investments and other financial matters.
Caroline earned her Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia. While at the University of Georgia, she participated in programs to help people in the community with their taxes and financial problems.
Between graduating and joining the BlueSky team, Caroline spent two years as a Financial Advisor at a financial planning firm in Athens, Georgia. Today, she greatly enjoys helping BlueSky clients create and realize their financial and personal goals.
Caroline lives in New Bern, North Carolina, with her husband.
I Can Help You With:
- Comprehensive Financial Planning
- Personal CFO Services
- Tax Planning and Preparation
- Retirement Income Planning
- Investment Management
- Charitable Giving
- Estate Planning
Ideal Clients:
- Established Business Owners
- Medical Practitioners
- High-Earning Executives
- Retirees and Near Retirees
- Military Service Members
FAQ with Caroline Jones
- All advisors say I can trust them; how do I know I can trust you?
- Will my relationship with BlueSky be easy and convenient?
- What does Fee-Only mean?
- Is the flat-fee negotiable?
It’s true; all advisors say that they are trustworthy, but we go further. Our firm is structured to eliminate conflicts of interest, often creating a lack of trust between advisors and clients. First, we are fiduciaries. This means that we are legally bound to put your interests ahead of our own. Think of the fiduciary standard as the financial advisor’s version of the Hippocratic Oath. Second, we are a fee-only firm. This is a relatively rare model in the industry, and it eliminates the sales commissions that can pit advisors’ interests against their client’s interests. When it comes to trust, concrete features like these separate BlueSky from those who only offer lip service.
- All advisors say I can trust them; how do I know I can trust you?
It’s true; all advisors say that they are trustworthy, but we go further. Our firm is structured to eliminate conflicts of interest, often creating a lack of trust between advisors and clients. First, we are fiduciaries. This means that we are legally bound to put your interests ahead of our own. Think of the fiduciary standard as the financial advisor’s version of the Hippocratic Oath. Second, we are a fee-only firm. This is a relatively rare model in the industry, and it eliminates the sales commissions that can pit advisors’ interests against their client’s interests. When it comes to trust, concrete features like these separate BlueSky from those who only offer lip service.
- Will my relationship with BlueSky be easy and convenient?
- What does Fee-Only mean?
- Is the flat-fee negotiable?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Caroline Jones's Designations and Affiliations
Caroline Jones is a Certified Divorce Financial Analyst® (CDFA®)
Media Mentions and Industry Involvement
Office Locations
Virtual Meetings Nationwide - Kennesaw, GA 30144
