Molly Sutz
CFP®, MS, AFC
BlueSky Wealth Advisors
Associate Wealth Advisor
Molly Sutz
CFP®, MS, AFC
BlueSky Wealth Advisors
Associate Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Molly Sutz, CFP®, MS, AFC
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Molly Sutz is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practitioners, small business owners, successful professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Molly Sutz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Molly Sutz works closely with clients to gather financial information, develop financial plans, and monitor client updates. She assists with talking to clients on a daily basis to ensure all questions are answered and clients’ financial needs are met.
Molly earned her Bachelor of Science degree in Financial Planning from the University of Georgia. After graduating, Molly spent three years as an Advisor at a local firm in Athens, Georgia. During this time, Molly realized the value of understanding the psychological role that money played in her clients’ lives and the way money affects clients’ decision-making. This led Molly to continue her education at the University of Georgia where she completed a Master of Science in Behavioral Financial Planning/Financial Therapy. During this time, Molly was heavily involved in the community and provided pro bono financial planning to families in the Athens area.
Molly, currently lives in Pine Mountain, Georgia.
Molly Sutz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina, Pleasanton, California and San Jose, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Molly Sutz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Molly Sutz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Molly Sutz is an Accredited Financial Counselor® (AFC®)AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
Abilities of the AFC:
-Educate clients in sound financial principles.
-Assist clients in the process of overcoming their financial indebtedness.
-Help clients identify and modify ineffective money management behaviors.
-Guide clients in developing successful strategies for achieving their financial goals.
-Support clients as they work through their financial challenges and opportunities.
-Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem. -
BlueSky Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Molly Sutz
Office Locations:
-
2131 S. Glenburnie Rd
Suite 8
New Bern, NC 28562
