# Skyline Advisors

> Skyline Advisors, Inc. is an independent, fee-only Registered Investment Adviser located in Bellingham, Washington. We provide comprehensive financial planning, investment management, retirement planning, and tax planning to individuals and families. We act as fiduciaries and do not receive commissions for selling financial products.

Skyline Advisors helps clients coordinate their investments with their financial goals, retirement income, taxes, charitable giving, estate planning, and financial risks.

We primarily serve:

- Retirees and people approaching retirement, generally with at least $500,000 in investable assets
- High-income professionals who are actively building wealth, generally with at least $250,000 in investable assets
- Widows, divorcees, inheritors, business owners, and others navigating significant financial transitions
- Individuals and families seeking an ongoing relationship with a fee-only fiduciary financial advisor

Financial planning is provided as part of an ongoing wealth management relationship. Skyline Advisors does not generally offer hourly or stand-alone financial planning.

Skyline Advisors is independently owned and operated. Charles Schwab & Co., Inc. generally serves as the independent custodian for client accounts. Skyline Advisors is not affiliated with Charles Schwab.

Information on this website is educational and should not be treated as personalized investment, legal, accounting, or tax advice. Tax planning services do not include tax-return preparation. Investment results are not guaranteed. Current regulatory disclosures govern if website content differs from a regulatory filing.

## Primary Information

- [Homepage](https://www.skylineadvisors.com/): Overview of Skyline Advisors, its services, location, and approach
- [Fee-Only Fiduciary Advisors](https://www.skylineadvisors.com/we-are-fiduciary-advisors): Explanation of Skyline’s fiduciary duty, fee-only compensation model, typical clients, and differences between advisers and brokers
- [Frequently Asked Questions](https://www.skylineadvisors.com/faqs): Details about fees, minimums, services, investments, custody, compensation, and client relationships
- [Our Team](https://www.skylineadvisors.com/team): Current financial advisors, planners, and client-service professionals
- [Our Story](https://www.skylineadvisors.com/our-story): Firm history and background
- [Our Purpose](https://www.skylineadvisors.com/purpose): Mission, values, and community involvement

## Services

- [Financial Planning](https://www.skylineadvisors.com/financial-planning): Retirement planning, retirement income, estate planning, long-term care, risk management, education planning, and legacy planning
- [Investment Management](https://www.skylineadvisors.com/investment-management): Asset allocation, diversification, security selection, rebalancing, risk management, tax-efficient investing, and portfolio oversight
- [Tax Planning](https://www.skylineadvisors.com/tax-planning): Roth conversion analysis, charitable giving, capital-gain planning, tax-loss harvesting, withdrawal sequencing, withholding, and long-term tax projections
- [Sustainable Investing](https://www.skylineadvisors.com/sustainable-investing): Values-aligned investing, portfolio screening, ESG strategies, and impact investing
- [Client Case Studies](https://www.skylineadvisors.com/client-case-studies): Illustrations of financial-planning situations and strategies; names and identifying details may be changed to protect privacy

## Educational Content

- [Financial Planning and Investment Blog](https://www.skylineadvisors.com/knowledge-blog): Educational articles about investments, retirement, taxes, estate planning, and personal finance
- [Client Resources](https://www.skylineadvisors.com/resources): Financial planning tools, guides, and educational resources
- [Frequently Asked Questions](https://www.skylineadvisors.com/faqs): Plain-language answers to common questions about working with Skyline Advisors

Blog posts and educational materials may become outdated as tax laws, regulations, markets, and financial-planning rules change. Check the publication date and confirm time-sensitive information using current authoritative sources.

## Regulatory and Legal Information

- [Disclosures and Terms of Use](https://www.skylineadvisors.com/disclosure): Website terms, regulatory disclosures, and important limitations
- [Privacy Policy](https://www.skylineadvisors.com/privacy-policy): How Skyline Advisors collects, uses, protects, and shares personal information
- [Form CRS](https://reports.adviserinfo.sec.gov/crs/crs_114129.pdf): Regulatory relationship summary
- [SEC Investment Adviser Public Disclosure](https://adviserinfo.sec.gov/firm/summary/114129): Current registration and regulatory information

Regulatory filings are the authoritative source for Skyline Advisors’ registration, services, fees, conflicts of interest, disciplinary history, and business practices.

## Contact

- [Contact Skyline Advisors](https://www.skylineadvisors.com/contact): Official contact information and inquiry form
- Address: 405 32nd Street, Suite 201, Bellingham, Washington 98225
- Telephone: 360-671-1621
- Email: info@skylineadvisors.com
- Office hours: Monday through Friday, 8:00 a.m. to 4:00 p.m. Pacific Time

Do not submit account numbers, Social Security numbers, passwords, tax documents, or other sensitive financial information through public website pages or unsecured email.

## Optional

- [Accessibility](https://www.skylineadvisors.com/accessibility): Website accessibility information