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, and also offers hourly consulting and periodic investment workshops. The firm delivers written financial plans and ongoing portfolio management, with clients able to implement recommendations themselves or engage Silver Oak for ongoing advisory services. Silver Oak’s investment approach emphasizes strategic asset allocation and correlation analysis to construct diversified mixes of equities and fixed income, typically implemented through no‑load mutual funds and exchange‑traded funds with a buy‑and‑hold posture and regular rebalancing. Portfolios are individually tailored and documented in client investment policy statements rather than managed from uniform firm models, and the firm accepts limited discretionary authority chiefly for rebalancing while clients retain final decision authority. Distinctive aspects include a long operating history coupled with a large asset base managed by a compact advisory team, and a strict fee‑only business model with explicit disclosure of the economic incentive that can arise when recommending retirement‑plan rollovers. Other notable practices include leaving proxy voting to clients, quarterly compliance reviews of employee personal trading, and the offering of occasional no‑charge investment workshops.

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.