A complete list of active advisors currently associated with Silver Oak Advisory Group

Warmer can help you find a great advisor at Silver Oak Advisory Group or one who fits your needs even better.

Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm offers standalone financial plans, hourly consulting, retirement rollover guidance, and ongoing portfolio supervision with implementation support and performance reporting. Investment decisions are driven by strategic asset allocation: Silver Oak uses research and software to design diversified mixes of equity and fixed‑income asset classes based on correlation analysis, and typically implements portfolios with no‑load mutual funds and ETFs in a buy‑and‑hold framework with periodic rebalancing. Each client executes an individualized investment policy statement rather than being placed into a firmwide model portfolio, and the firm accepts limited discretionary authority primarily to rebalance accounts while clients retain ultimate control. Distinctive features include operating as a strictly fee‑only adviser with no commissions or performance‑based fees and managing roughly $419 million in client assets with a three‑advisor team, resulting in a relatively high assets‑per‑advisor profile. The firm also offers occasional no‑charge investment workshops, provides both fixed‑fee and hourly planning options, and leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Silver Oak Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.