Services / Advisors vs. Brokers
We are fiduciary
advisors.
We choose to be fiduciaries first because we believe in a deeper commitment to our client's financial health and long-term success. Unlike brokers who prioritize transactions, we focus on building meaningful, enduring relationships that empower you to achieve your goals. Our role as independent advisors allows us to offer personalized, fiduciary-driven guidance that truly puts your needs first.
Simple. Clear. We’re always in your corner.
Understanding the Titles
Navigating the world of financial services can be confusing, with so many titles—Financial Advisor, Broker, Wealth Manager, and others—each carrying different roles and responsibilities.
What’s the Difference?
Brokers focus on selling financial products and are not held to the same fiduciary standards as Registered Investment Advisors, who must prioritize your interests and provide holistic, transparent advice.
Why It Matters
Skyline Advisors operates as a fiduciary Registered Investment Advisor, ensuring our clients receive ongoing, trustworthy advice that aligns with their best interests, not just one-time sales transactions.
Let’s break it down:
We are fiduciaries.
This means we’re legally required to prioritize your best interests at all times. Unlike some advisors who are driven by commissions, we focus solely on what suits you and your goals. Our advice is transparent, honest, and free of hidden agendas, offering peace of mind and a trusted partnership for your financial journey.
What do all these titles mean?
Financial professional titles like Financial Advisor, Broker, Wealth Manager, and Financial Planner can be confusing and often seem interchangeable. However, these titles reflect different roles and responsibilities, affecting the type of service and advice you receive; at Skyline Advisors, we're here to help you navigate these distinctions with clarity.
What’s the difference between Broker & Advisor?
Brokers focus on transactions and earn commissions, which can lead to conflicts of interest, as they are not always bound by a fiduciary standard.
Our advisors are legally obligated to act in your best interest, providing personalized financial planning aligned with your long-term goals.
So how does this affect me?
Choosing between a broker and an advisor directly impacts the quality and alignment of your financial advice. At Skyline Advisors, we prioritize your interests, offering transparent, fee-only advice designed to support your financial growth and long-term well-being.
Relationships are our priority.
We’ve learned that people want to work with Financial Advisors they trust, and that trust is built by a team of Fiduciaries in an independently owned business, always prioritizing your best interests. To us, our clients are more than just customers—they’re personal.
Choosing a Financial Advisor over a Broker means you’ll receive objective, independent advice from someone committed to your long-term success, not just selling you a product. If this sounds like what you're looking for, we’ll guide you through the next steps.
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Who we serve:
Whether preparing for a fulfilling retirement, growing your career and investments, or managing the complexities of change like a business sale, inheritance, or new family dynamic, we provide personalized financial services to guide your goals. Our clients value a partnership that prioritizes their dreams, offering clarity and confidence during all stages of life. Together, we leverage wealth to help you build a richer life.
Retirees & Those Nearing It
We partner with individuals who are retired or approaching retirement, having diligently built a nest egg of $500,000 or more. Our expertise helps ensure their wealth works as hard as they have, creating a confident and fulfilling retirement.
Young Professionals
We guide young professionals with high incomes and a strong commitment to saving, who have accumulated $250,000 or more to invest. Together, we lay the foundation for lasting wealth, aligning today’s success with tomorrow’s aspirations.
Those Navigating Life Transitions
For those experiencing significant life changes, such as divorce or widowhood, we provide the trusted and compassionate guidance needed. We help regain clarity and confidence during those delicate and uncertain times.
Start Planning Your Future
Take the first step towards a secure and fulfilling retirement. Contact us today to schedule your personalized consultation and let us help you achieve your retirement dreams.