Tara Huges
CPA, CGMA
BlueSky Wealth Advisors, LLC
Senior Wealth Advisor
Tara Huges
CPA, CGMA
BlueSky Wealth Advisors, LLC
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tara Huges, CPA, CGMA
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Tara Huges 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, Tara Huges is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tara Hughes joined BlueSky in 2022 as a Senior Wealth Advisor. She believes in fee-only advising and its ability to deliver objective and prudent advice specific to each client's unique situation. Tara actively formulates and implements personalized financial planning strategies and manages day-to-day client advisory needs in her role. Her responsibilities include clients' financial planning and investment management strategies, scenario building, and plan development.
Tara graduated from West Virginia University Institute of Technology in 2001 with a Bachelor of Science degree in Accounting and a minor in Finance. She received her CPA license in North Carolina in 2006 and holds the designation of Chartered Global Management Accountant (CGMA). She is a member of N.C. Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants (AICPA).
Tara has a wealth of experience in various industries. Her previous roles include she was a Senior Client Advisor at a financial service firm in New Bern for seven years, and as a non-profit accountant as the Director of Finance for Epiphany School of Global Studies for four years ,and six years of experience as an accountant and accounting director at Carteret General Hospital. Tara has held many different positions throughout the finance world, but she has always found great joy in her work advising her clients'.
Tara lives in New Bern, North Carolina, with her loving husband and two daughters.
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
-
Tara Huges 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.
-
Tara Huges is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
Tara Huges earned the Chartered Global Management Accountant® (CGMA®) DesignationThe CGMA designation distinguishes professionals who have advanced proficiency in finance, operations, strategy and management. It is underpinned by extensive global research to maintain the highest relevance with employers and develop competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements. They must commit to lifelong education and adhere to a stringent code of ethical conduct.
-
BlueSky Wealth Advisors, LLC 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 Tara Huges
Office Locations:
-
2131 S. Glenburnie Road
Suite 8
New Bern, NC 28562
