Skyline Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$371,206,432
Clients
365
Advisors
7
of 8 employees
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
Expertise
Fee options
$0 - $1,000,000: up to 1.00% $1,000,000+: less than 1.00% (decreases after $1,000,000)
Account minimum: $500,000
Main office
405 32nd Street, Suite 201
Bellingham WA 98225
Advisors at this office
7
Most active in
Arizona · California · Washington
Also doing business as
Skyline Advisors · Skyline Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
Briana B
Series 65
Bellingham, WA
Skyline Advisors, Inc.
Briana Bromet is a Series 65-licensed financial advisor at Skyline Advisors, Inc. in Bellingham, WA, with two years of industry experience. Her prior work includes roles at PeaceHealth Orthopedics and Birch & Barley. Skyline Advisors serves individual and high-net-worth clients, as well as trusts, estates, and retirement plans, providing wealth management that integrates financial planning with investment management. The firm emphasizes a long-term, research-based investment approach focused on minimizing costs and avoiding market timing, offering customizable solutions including discretionary portfolio management, retirement plan consulting, and access to third-party managers.
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.
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.
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.
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