A complete list of active advisors currently associated with Skinner Financial Services

Warmer can help you find a great advisor at Skinner Financial Services or one who fits your needs even better.

Skinner Financial Services serves individual and high‑net‑worth clients and provides financial planning, insurance‑based investment management, and ongoing portfolio management through recommended third‑party advisers. The firm prepares an Investment Policy Statement for each client and assists with third‑party adviser onboarding, forms, and performance monitoring. The firm’s advisory approach is largely non‑discretionary: it directs clients to outside managers and, when working with annuity contracts, selects sub‑accounts under non‑discretionary authority guided by clients’ objectives and risk tolerances. Methods of analysis include cyclical and fundamental analysis and elements of modern portfolio theory, and recommended third‑party managers generally pursue buy‑and‑hold strategies with quarterly reviews. Noteworthy distinctions include that the firm’s principal is a licensed insurance agent and the brochure discloses the sale of insurance products and the provision of fee‑based annuity services, a conflict the firm addresses through disclosure and periodic review. The firm reports essentially all assets as non‑discretionary (discretionary $0; non‑discretionary $4,902,859), occasionally offers complimentary educational seminars and workshops open to the public, and does not accept proxy‑voting or discretionary trading authority.

To learn more about the advisors currently working at Skinner Financial Services, 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.