Skyline Advisors

Skyline Advisors is a financial planner in Bellingham, WA. The firm provides wealth management services, including financial planning, investment management, and tax planning, serving clients as fee-only fiduciary financial advisors. They hold a 5.00 rating.

The firm’s history is rooted in local values, originating from the 1990s launch of Bay City Financial Services by Jerry Wallace. The practice evolved through the joining of Mark Wallace and the subsequent formation of Fairhaven Financial Advisors by Bill Unrein and Mark Logan. In 2015, these entities merged to create the collaborative, team-focused practice known today as Skyline Advisors. The professional team includes partners such as Mark Wallace, Deka Wiebusch, Mark Logan, and Thomas Liddell, alongside dedicated associates and operations staff. As Registered Investment Advisors, the team operates under a fiduciary standard, prioritizing clients' long-term interests through personalized guidance rather than sales transactions.

Located on 32nd St, the office is situated near 36th Street and Bill McDonald Parkway. The business is a short drive from Sehome High School and is approximately 0.2 miles from The UPS Store.

Skyline Advisors is recognized for its commitment to transparency and its dedication to acting as a fiduciary for its clients. The firm is known for its deep-rooted local expertise and its focus on building enduring relationships that prioritize the financial well-being of those they serve.

Skyline Advisors provides dedicated, fiduciary-driven wealth management to help residents in Bellingham, WA, build a solid foundation for the future.