A complete list of active advisors currently associated with Silver Oak Leaf Financial Services L.L.C.

Warmer can help you find a great advisor at Silver Oak Leaf Financial Services L.L.C. or one who fits your needs even better.

Silver Oak Leaf Financial Services L.L.C. serves individual and high-net-worth clients with discretionary investment management, project-based financial planning, and an ongoing comprehensive planning option. The firm provides tailored investment policies and written financial plans covering retirement, tax, estate, insurance, cash flow and education funding as part of its advisory services. SOLFS develops client-specific investment policy statements through personal discussions and implements portfolios that emphasize passive, asset-class allocations while employing fundamental analysis for security selection when appropriate. The firm also offers access to third-party, model-based management—specifically using XY Investment Solutions as a sub-advisor that implements Modern Portfolio Theory–based model portfolios on a discretionary basis. Noteworthy for a solo independent adviser, SOLFS manages roughly $8.56 million for about 30 clients and documents periodic client communications, including annual Form ADV updates, written or electronic financial plans, quarterly reviews and an annual written report to investment advisory clients. The firm maintains custody relationships through Charles Schwab and participates in Schwab’s institutional program, which provides reporting, research and practice-management support, and it offers a fixed-monthly ongoing planning service alongside its percentage-of-AUM management.

To learn more about the advisors currently working at Silver Oak Leaf Financial Services L.L.C., 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.

Name	Location	Years of experience
Ty Kopke	Bluffton, SC	5

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