Skyline Advisors was created on May 1, 2015 and is the result of the combination of Bay City Financial Services and Fairhaven Financial Advisors. We are now one Registered Investment Advisor and work as a team on behalf of all of our clients. Our combination is the result of careful planning and consultations, and our expertise and experience are complimentary to each other.
Bay City Financial Services was started in the 1990s by Jerry Wallace and Mark Wallace joined in 1998. This father and son have many years of experience managing investment portfolios and financial planning. Fairhaven Financial Advisors began operations in 2012 after the owners Bill Unrein and Mark Logan left Morgan Stanley (previously Smith Barney) after 16 years to begin their own advisory practice.
Skyline Advisors is owned by our advisors and operated by a seasoned staff. We have a duty to plan for succession and a team that supports each other will endure and protect our clients. Our two companies were of similar size and scope, and together we can combine resources and expertise to better serve our clients.