A complete list of active advisors currently associated with Skinner Advisory, LTD.

Warmer can help you find a great advisor at Skinner Advisory, LTD. or one who fits your needs even better.

Skinner Advisory is a fee-only registered investment adviser that primarily serves individual clients, managing taxable accounts, qualified retirement accounts, and revocable living trusts, and it occasionally advises corporate pension and profit-sharing plans. The firm provides discretionary portfolio management, investment advice, and limited consulting on income tax and estate planning. The firm invests almost exclusively in no‑load mutual funds and exchange-traded funds, relying on Morningstar data, fund filings, and manager presentations to evaluate funds for long‑term, risk‑adjusted performance and alignment of interests. Portfolios are reviewed monthly by the advisor, with quarterly written reports to clients and an annual conference to reassess objectives and allocation changes. Distinctive features include its small scale — approximately $22.1 million in assets under management across 37 client relationships — and operation by a single, CPA‑credentialed adviser with multi‑decade experience and professional securities qualifications. The firm also provides very limited tax preparation and representation while maintaining a Code of Ethics, avoids soft‑dollar arrangements, permits firm personnel to trade the same publicly traded securities recommended to clients, and does not take custody of client assets.

To learn more about the advisors currently working at Skinner Advisory, LTD., 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.