Silver OAK Wealth Advisors Services, LLC
SEC RegisteredFinancial life planning and wealth management expertise for couples, women and families in transition.
About the firm
Established in 2005, Silver Oak Wealth Advisors specializes in helping clients manage change through financial life planning and wealth management. The firm works as fiduciaries, putting clients' needs first, and seeks to understand each client's goals and underlying values pertaining to money before creating a systematic path toward achieving those goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include a values-driven discovery process, investment design, wealth management planning, ongoing review, and access to a network of outside consultants for estate planning, insurance, and other matters, all delivered through a single point of contact.
Who they serve
Couples, women and families in transition, including those approaching retirement, women experiencing divorce or widowhood, family heirs, attorneys, business owners, and corporate executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $27M |
| High Net Worth Individuals | 80 | $272M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Silver OAK Wealth Advisors Services, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched