DWN: How Advisor Transitions Have Changed
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, and even a global pandemic—the process of switching firms remains complex, but less so, and even, dare we say, a bit easier? To get the latest scoop on what today’s […]
The Silver Oak Story: 25 Years Later
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. You need a few breaks along the way to be successful, but success in financial service takes a great team. “I absolutely could not have taken Silver Oak this far […]
Silver Oak Testimonials
Hear from our financial professionals about what makes Silver Oak special. Learn why our commitment to partnership and innovation sets us apart.
Silver Oak Inspiration
Learn about how we create value for clients, financial professionals, and the company. Discover how your career can thrive within our supportive environment.
Silver Oak Advantage
Experience the freedom to build your practice your way. Hear how our focus on service, technology, and a shared mission sets us apart.
Punching above our weight class, and winning!
Silver Oak Recognized as the Sixth Fastest-Growing IBD in America by InvestmentNews We didn’t start Silver Oak with the goal of winning awards or earning accolades. Our CEO, Billy Hopkins, founded the firm with a simple but unique vision – to do the right thing for independent financial professionals. You don’t always get rewarded for […]
A Guide to Building Your Firm’s Blueprint: Defining Your Next 10 Years
If you’ve ever built a house, or added onto your home, you know you need a detailed blueprint before breaking ground. Your contractors won’t just start framing without a plan in place for the materials, costs, roles, and process. A blueprint is critical for efficiency, communication, and accountability. The same idea applies to your firm. […]
