Independent advisors want to spend time serving clients, growing their businesses, and building something that lasts, not evaluating software, troubleshooting integrations, and reconfiguring workflows. At
In May 1961, five days after Bay of Pigs and five weeks after the Soviets put Yuri Gagarin into orbit, President Kennedy stood before Congress and made a promise: America would land a man on the Moon before the decade was out. NASA was less than three years old. The technology necessary to reach the Moon didn’t even exist yet.
Billy Hopkins explores what financial advisors should look for in a partner firm and why long-term vision, support, technology, and community matter more than the biggest offer.
Learn how independent advisors can attract, vet, and mentor next-generation talent to build a sustainable, growth-oriented practice.
Billy Hopkins explores the leadership gap facing independent financial advisors and why mentoring talent, building stronger businesses, and planning for succession are critical to the industry’s future.
The Silver Oak Flywheel creates advisor momentum by integrating five core support areas: Community, Business Planning, Technology, Wealth Management, and Financial Planning.
Each component strengthens the others, driving 30% greater efficiency and profitability compared to industry benchmarks.
Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.
Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.
Meet Luna: Luna brings over 77 years of experience (in dog years) to her role as Chief Happiness Officer, where she oversees all morale initiatives, wellness programming, and spontaneous celebrations.
Learn the five foundational decisions that transform a successful advisory practice into an enduring enterprise built to last generations.
Discover how a day at the racetrack inspired insights on advisor independence, supported infrastructure, and building a high-performing advisory practice.
Stop treating succession solely as an exit plan. Learn how forward-thinking advisors use legacy planning as a growth strategy to build transferable value.
Discover how supported independence helps advisors break through growth ceilings and build sustainable, scalable practices with Silver Oak Securities
Fee-based advisory relationships grew from $150 billion to $260 billion over the past decade, and client demand for holistic advice jumped 80 percent in five years. Today, nearly four out of five affluent households will pay premium fees for human advice over digital alternatives.
Recent research indicates that 80% of advisors who switch firms are glad they made the move, and most wish they had done it sooner. But in spite of this overwhelming satisfaction rate, many remain trapped in situations that waste their time and limit their potential.
Transform your succession plan from a simple exit strategy into a powerful tool for building a future-ready financial advisory firm that inspires client trust and commands premium value.
Many advisors want to grow their practices but feel trapped in a cycle of operational tasks that eat away at their capacity for revenue-generating activities.
Most advisory practices today are beautifully fragile businesses that could collapse overnight.
Why? Because they lack succession planning and, perhaps more importantly, continuity planning.
Silver Oak’s Unplugged 2025 brought together the heart of our community—advisors, partners, and team members—for an unforgettable experience grounded in connection, collaboration, and clarity.
When the founder of Louis, a German motorcycle clothing and accessory company, passed away, his widow faced the challenge of selling the business. Through a
While recent surveys show that technology and compensation are leading drivers of advisor transitions, the reality on the ground tells a more complex story. Speaking
In an industry where organic growth has rapidly declined to just 4% annually, many financial advisors find themselves trapped in a cycle of operational tasks rather
Helping financial advisors transition smoothly and fearlessly has been part of Silver Oak’s DNA for years. But as the landscape evolves—thanks to new tech, regulations,
Billy Hopkins has always defied expectations. What he’s learned through 25 years running a B-D is the importance of a great team. Same with basketball.
Independent advisors are building their businesses in an industry that continues to change. That makes it important to pay attention to the trends shaping how
Every advisor reaches a point where they have to think about what comes next. For some, that means finding new ways to grow. For others,
Silver Oak Securities CEO Billy Hopkins Named CEO of the Year at ThinkAdvisor 2025 Luminaries Awards
Silver Oak Securities, Inc., a leading independent broker-dealer and SEC Registered Investment Advisor, today announced the launch of AFX Custom Models, a curated series of multi-manager model portfolios available exclusively through its AdvisorFX platform.
Silver Oak Securities Partners with TaxStatus to Deliver IRS-Verified Financial Data to Independent Advisors
Accomplished Marketing Leader Joins Silver Oak Securities to Elevate Advisor Engagement Jackson, TN – September 30, 2025 — Silver Oak Securities, Inc., a leading independent
Veteran Marketing Executive Joins Growing Independent Broker-Dealer to Accelerate Advisor Partnership Strategy Jackson, TN – June 27, 2025 — Silver Oak Securities, Inc., a leading
Moss Wealth Advisors Chooses Silver Oak for Commitment to Independence and Advisor Support Jackson, TN – March 19, 2025 – Silver Oak Securities, a leading
$125M AUM Tax-Focused Advisory Firm Strengthens Silver Oak’s Multi-Service Capabilities Jackson, TN – February 25, 2025 Silver Oak Securities, recognized by Investment News as one of
$154M AUM Wilmette-Based Firm Strengthens Silver Oak’s Midwest Footprint Jackson, TN – December 18, 2024 – Silver Oak Securities, a leading Hybrid RIA championing the spirit
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience Jackson, TN – December 4 , 2024 – Silver Oak Securities, Inc., a
