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

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

Skyline Wealth Management provides fee‑only wealth management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients. Its services include portfolio management for individual accounts, integrated financial planning at client election, and ongoing retirement plan consulting and discretionary plan management for employer plan sponsors. The firm’s investment approach is grounded in modern portfolio theory and an asset‑allocation process that blends passive and active strategies. Skyline implements client portfolios using model portfolios available through Schwab’s Model Market Center and, when appropriate, outside managers, while retaining discretion to trade, accommodate client‑imposed restrictions, and monitor third‑party managers through due diligence and periodic reviews. Noteworthy for a firm in this regulatory category, Skyline emphasizes pension consulting and retirement plan selection/management and formally recommends and selects other advisers and outside managers for client accounts. The firm is fee‑only, generally recommends custody and execution on an institutional Schwab platform, and discloses that its principal maintains an insurance license but does not sell insurance products to clients.

To learn more about the advisors currently working at Skyline 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.