Seth Large
CFP®
BlueSky Wealth Advisors
Associate Wealth Advisor
Seth Large
CFP®
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. - Seth Large, CFP®
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Seth Large is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practictioners, 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, Seth Large is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Seth Large works with BlueSky advisors to help develop and implement financial planning strategies for clients. He enjoys listening to clients’ unique stories and learning what drives them every day. He also takes advantage of the great team around him to continually learn how to become an even stronger advisor.
Seth attended Virginia Tech where he earned a bachelor’s degree in finance with a concentration in financial planning. He recently moved from Roanoke, Virginia, to New Bern, North Carolina, to pursue his financial planning career with BlueSky. Seth is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Planners.
Seth Large 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
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Seth Large is a NAPFA AssociateThe 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.
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Seth Large 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.
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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 Seth Large
Office Locations:
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2131 S. Glenburnie Rd.
Suite 8
New Bern, NC 28561
