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.

A Little Crazy, A Lot Driven:
The Silver Oak Story

Have you heard “no” or “we can’t” too many times from your broker-dealer? We get it. Billy Hopkins, our founder, saw the limitations advisors face and decided to rewrite the rules. His vision? A hybrid model that empowers you, benefits clients, and fosters company growth. Witness Billy’s Vision 

Want to see more? Get your backstage pass.

Play Video

What Others Are Saying About SilverOak

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
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

NEWSLETTER
.

Be the first to receive our latest resources directly to your inbox