WHY CHOOSE US?
Our core values shape your experience.
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CHAMPIONING THE SPIRIT OF THE INDEPENDENT FINANCIAL PROFESSIONAL
Large wirehouses and broker-dealers don’t have the adaptability to embrace independence because their business models work best when everyone serves their clients the same way.
But your individuality is a competitive advantage, not a drawback. We believe the independent financial professional is the best possible guiding hand for today’s investors, so we empower our professionals to do exactly what they think is right for their clients.
If you are a visionary and a disruptor with new ideas about the future of financial services, we want to work with you.
OUR PROMISE TO YOU
HIGHER PAYOUTS
PERSONALIZED ONE-TO-ONE SERVICE
EQUITY OWNERSHIP OPPORTUNITES
LOW MONTHLY BRANCH FEES
FINANCIAL PROFESSIONALS GROWING WITH SILVER OAK
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.
Meredith Decker ChFC®, CDFA®Decker financial Services 
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.
Mike MoffittCornerstone financial group 
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.
Andy Wallace CFP®Financial planner and investment advisor, Comprehensive Financial Strategies, LLC 
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A TECH STACK THAT EMPOWERS YOUR BEST WORK.
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READY TO FIND YOUR YES?
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403 North Parkway Ste 101 Jackson, Tennessee 38305