What our clients are saying:
“Their team makes us feel comfortable and supported every step of the way. Skyline Advisors has been instrumental in helping us save for ourselves and our kids, ensuring a secure future for our family. Thanks to their expert guidance, we feel exceptionally confident about our financial plan and future!”
Amanda & Ky Nayfield — Owner Connect NW Physical Therapy — Client since 2023
Client Successes
“I have been working with the team at Skyline Advisors for over two decades. They have helped my company employees start their paths to financial security and have worked with them consistently with success. High on my list of priorities is the personal time they have spent with me and my employees. Thanks to Skyline Advisors, my wife and I are enjoying a comfortable financial retirement today.”
Keith Carpenter & Lynne Givler — Founding Partner, Wood Stone Corporation, Lummi Island Wild — Client since 2002
Client Successes
Skyline Advisors is my top choice after interviewing 4 different firms. I am so impressed by their knowledge, integrity, and clarity whilst listening with patience and care. As a single woman, I wanted an advisor who understood my unique circumstances and could guide me on a path to success as I plan for retirement. They educate me about the market, strategizing on my investments, and planning for my future. From day one, I have been impressed with Deka and the entire Skyline team.
Jennifer Weber — Founder & Principal, Cornerstone Consulting — Client since 2024
Client Successes
“For over 10 years, my family and I have trusted the Skyline team with our retirement planning and have grown so much together. I am fortunate to be a HENRY in his 30s (High Earner, Not Rich Yet!), and I have the Skyline team to thank for helping me on our financial journey.”
Marlow Bryant — Vice President in Venture Capital — Client since 2014
Client Successes
“I’ve been working with Mark Wallace for over 25 years. He’s been an invaluable guide, mentor, and friend through my life’s many transitions. During that time, Mark helped me get serious about saving, was an informal resource for my sisters, nieces, and nephews, and most importantly, helped my wife Amy and me create comprehensive plans that balance our long-term planning needs, contingencies for the unexpected, and our wishes for living a meaningful life. While Mark’s financial acumen is unquestioned, it's his human touch and personal care he brings to the process that makes him not just an advisor but an ally. And somehow, this seemingly singular quality isn't limited to Mark. He’s been able to work with and help cultivate a team at Skyline who all feel like allies. Amy and I are deeply grateful for Mark and Skyline; we cannot recommend them highly enough.”
Merrill & Amy Bevan
Client Successes
“For many years, Skyline Advisors have been our trusted financial planners and have helped us build an investment plan to help us feel financially secure before our retirement. Now that we are retired, they continue to offer invaluable advice on managing taxes, estate planning, and long-term care while coordinating with our attorney and tax advisor. They are professional, intelligent, and courteous, and the team is a pleasure to work with. We highly recommend them to anyone seeking financial peace of mind.”
Gerry & Cindy Zmolek — Retirees & Client for 12 years
Client Successes
“I have been with Skyline Advisors for 2 1/2 years now. Working with Mark Wallace has been consistently great. He is patient, caring and thorough in his handling of my finances. He is equally principled and passionate about small details as well as the big picture pertaining to long-term planning. Mark was highly recommended to me by a trusted friend, and I in turn will always recommend him and Skyline to others!”
Jeffrey Gilliam
Client Successes
“I’ve worked with Deka Wiebusch at Skyline for years and have been impressed with how responsive and knowledgeable she is! I trust her advice implicitly and know that our finances are in good hands. I’ve referred many friends and clients to Skyline and will continue to do so.”
Jen Freeman
Client Successes
“Very nice very helpful very accomdating and knowledgeable people. 6 stars.”
Randal Walcott
Client Successes
These testimonials are from current clients of Skyline Advisors, Inc., and were not compensated by our firm in exchange for their testimonials. Each testimonial may not reflect the opinion or experience of all Skyline Advisors, Inc. clients.