A complete list of active advisors currently associated with Skibek Wealth Management

Warmer can help you find a great advisor at Skibek Wealth Management or one who fits your needs even better.

Skibek Wealth Management provides discretionary investment management and comprehensive financial planning to a mix of individual clients (including high-net-worth individuals), trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. As of December 31, 2025 the firm reported approximately $33.7 million in discretionary assets under management across 22 client relationships. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities and fixed income, drawing on fundamental, technical and cyclical analysis and implementing model portfolios made available through Altruist. Skibek Wealth operates with discretionary trading authority, monitors accounts on an ongoing basis, and conducts at least annual formal reviews while including financial planning for investment management clients without charging a separate planning fee. Compared with many peers, Skibek Wealth relies on a single custodial and execution platform — Altruist Financial — and expects clients to use that custodian to facilitate account opening, custody, and trade execution, with integrated third‑party model access and reporting. The firm does not receive soft-dollar benefits, does not sponsor wrap programs, and reports policies for fee deduction via the custodian and routine handling of trade errors and class-action notices.

To learn more about the advisors currently working at Skibek Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Skibek	Charlotte, NC	12

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support