BUILD YOUR LEGACY HERE

Silver Oak marries the client-focused ideals of the past with a commitment to future-forward innovation, empowering you to build the firm you’ve always dreamed of.

Can't Isn't Part of Our Culture

Think about every ‘no’ you’ve heard from your current broker-dealer. Now imagine what you could do if the answer was ‘YES’?

Your ideas, your voice and your growth matter to us, which means we’ll never try to dictate which products or services you offer. At Silver Oak, you’re in control of the client experience. We’re here to help you deliver it.

"YES" FIRST

UNCOMPROMISING
SUPPORT

ADAPTABILITY

RELENTLESS
ENTHUSIASM

What Others Are Saying About SilverOak

Transitioning your clients to a new platform is never easy, but Billy and his team made the process smooth and painless. They’re a tech savvy and forward thinking firm that’s willing to think outside the box. Their regulatory support is second to none, which gives us peace of mind. We have been working with Silver Oak for two years and are happy we joined the team.

Silver Oak is a breath of fresh air for the seasoned high-integrity financial professional. They have not only been very responsive to our regulatory needs, but have looked to find ways to say ‘yes’ rather than looking for ways to say ‘no’ to our marketing needs. They’re always willing to think outside the box and provide us with all the tools we need to be successful.

Connecting with Silver Oak Securities has been one of the best decisions I’ve made in my two decades of being in this industry. The team is experienced enough to provide counsel and nimble enough to adapt so that we can stay on top of client service, technology, marketing, and compliance related matters as our firm continues to grow and evolve.

See the Silver Oak Difference

Championing the spirit of the independent financial professional drives everything we do. That means encouraging new ideas, staying on top of industry trends and providing you with the autonomy to work in the ways that best suit your business and clients, while providing the support resources necessary to fuel your growth.

20% More
Profitability

Personalized
Service

Equity
Ownership

Community of Like-Minded Professionals

Technology That Empowers Your Best Work

Our investment in technology is directly related to our investment in the growth and experience of our financial professionals.

Silver Oak’s SilverHQ technology platform brings together intuitive digital account opening tools, CRM, document storage, financial planning solutions, powerful trading and rebalancing capabilities and custodial integrations, plus a hyper-responsive service team, creating a future-forward experience that’s simple yet sophisticated, powerful yet accessible, deeply integrated yet highly functional.

Ready to Build Your Legacy?

Let’s set up a conversation about how Silver Oak can help you get back to the business you love.

Featured Insights, News and Resources

LATEST
WHITEPAPER

Your Next 10 Years: The Ultimate Guide to Managing Your Firm’s Business Growth

BLUEPRINT
PODCAST

A show for independent financial professionals,
Presented by Silver Oak Securities

READING THE TREE
LEAVES BLOG

Check out our resources for helping you build your business

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