Transition Stories: Lifetime Financial Group
When Pathway Financial Design joined Silver Oak’s team, mutliple acquisitions and the ensuing headaches led them to make a change.
Silver Oak Securities Expands Chicago Presence with the Addition of Lifetime Financial Group
$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 of the independent advisor by marrying the autonomy and individuality of smaller firms announced today that Lifetime Financial Group has joined its growing network. Based in Wilmette, Illinois, Lifetime Financial […]
Transition Stories: Pathway Financial Design
When Pathway Financial Design joined Silver Oak’s team, mutliple acquisitions and the ensuing headaches led them to make a change.
Silver Oak Securities Welcomes Pathway Financial Design, Expanding Midwest Presence
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience Jackson, TN – December 4 , 2024 – Silver Oak Securities, Inc., a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality smaller firms embrace with the back-office power and support typically reserved for large broker-dealer […]
From Practitioner to Visionary: The Key to Advisory Firm Growth
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 than focusing on what they do best: being visionary leaders for their firms. Recently, Silver Oak’s Billy Hopkins sat down with Randy Lambert, veteran fintech COO and Head of RIA […]
