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Skyline Advisors, Inc.

Updated today

Client assets under management

$371,206,432

Clients

365

44% high-net worth

Advisors

7

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$1,017,004

About

Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates and retirement plans, offering wealth management that combines financial planning and investment management. The firm provides discretionary portfolio management and also delivers retirement plan consulting and access to third‑party money managers when appropriate.

The firm’s investment approach emphasizes a long-term, research-based framework that seeks to minimize costs and avoid market timing, using mutual funds, ETFs and individual stocks and bonds as appropriate to clients’ investment plans. Advisors work collaboratively with clients to build customized Investment Plans, conduct at least quarterly account reviews, and may integrate third‑party managers or separately managed account solutions into client portfolios.

Skyline is a sponsor of a wrap fee program, offering a bundled advisory service that combines investment advice, planning and brokerage under a single advisory arrangement—a structure that is less common among similar team firms. It also uses platforms and account structures that support held‑away account management and, in line with its brokerage relationships and separately managed account offerings, may employ borrowing in certain separately managed accounts, practices that distinguish it from many peers.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: up to 1.00% $1,000,000+: less than 1.00% (decreases after $1,000,000)

Other

Account minimum: $500,000

Main office location

Skyline Advisors, Inc.

405 32 Nd Street, Suite 201

Bellingham WA 98225, United States

Number of offices

1

Most active in

Arizona · California · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Deka W

CFP®, Series 63, Series 66

Bellingham, WA

Skyline Advisors, Inc.

Deka Wiebusch is a CFP® with 20 years of experience in the financial industry. She has been with Skyline Advisors, Inc. since 2015 and previously worked at Purshe Kaplan Sterling Investments. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Dacey D

Series 65

Bellingham, WA

Skyline Advisors, Inc.

Dacey Durbin is a financial advisor at Skyline Advisors, Inc. based in Bellingham, WA. They hold a Series 65 designation and began their advisory career with Skyline Advisors in 2024. Prior to this role, Durbin held positions at Western Washington University, Barnes and Noble, Imagine Children's Museum, and American Eagle Outfitters. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark L

CFP®, Series 63, Series 65

Bellingham, WA

Skyline Advisors, Inc.

Mark Logan is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Skyline Advisors, Inc. since 2015 and previously spent 12 years with Purshe Kaplan Sterling Investments. Logan is based in Bellingham, WA, and holds Series 63 and Series 65 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing wealth management through financial planning and investment management. The firm employs a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Briana B

Series 65

Bellingham, WA

Skyline Advisors, Inc.

Briana Bromet is a financial advisor at Skyline Advisors, Inc. in Bellingham, WA, holding a Series 65 credential with two years of industry experience. Her background includes roles outside finance, such as work at PeaceHealth Orthopedics and Summer Run Farm & Education at Washington State University. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that combines financial planning and investment management through a long-term, research-based approach. The firm provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers, with a distinctive wrap fee program and integrated account management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas L

Series 63, Series 65

Bellingham, WA

Skyline Advisors, Inc.

Thomas Liddell is a financial advisor at Skyline Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for a decade. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning and investment management. The firm employs a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Sarah A

Series 66

Bellingham, WA

Skyline Advisors, Inc.

Sarah Arnold is a financial advisor at Skyline Advisors, Inc. with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Salish Wealth Management, and Moloney Securities Co. She also serves as a notary, providing signature notarization for clients. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, offering wealth management that integrates financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and provides discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark W

CFP®, Series 65, Series 66

Bellingham, WA

Skyline Advisors, Inc.

Mark Wallace is a CFP® with 14 years of experience in financial advising. He has been with Skyline Advisors, Inc. since 2015 and holds Series 65 and Series 66 licenses. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, combining financial planning with investment management. The firm emphasizes a long-term, research-based investment approach and offers discretionary portfolio management, retirement plan consulting, and access to third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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