Your Growth Partners: How Silver Oak’s Strategic Alliances Fuel Advisor Success
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 Silver Oak, our focus is on making it easier for advisors to build enduring enterprises. One of the ways we do that is through a carefully curated ecosystem of asset […]
Q&A with Billy Hopkins and ThinkAdvisor
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, it means preparing for succession and the next chapter of the business. Silver Oak Founder and CEO @Billy Hopkins recently spoke with ThinkAdvisor about the decisions advisors face as their […]
Silver Oak Securities Launches AFX Custom Models
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.
Transition Stories: Moss Wealth Advisors
When Larry Moss’ broker-dealer proved to be limiting and restrictive, he decided to go back to the future with his former firm, Silver Oak Securities.
Clay City Based Financial Planning Firm Rejoins Silver Oak Securities
Moss Wealth Advisors Chooses Silver Oak for Commitment to Independence and Advisor Support Jackson, TN – March 19, 2025 – 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 Moss Wealth Advisors has rejoined its growing network. Based […]
Experiencing Captive Independence? See Why 83% of Advisors Are “Overwhelmingly Happy” They Made a Move
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 with financial professionals daily, I’m hearing about deeper frustrations that go beyond just systems and payouts. The Independence Illusion Many advisors are experiencing what we call “captive independence,” or the […]
Transition Stories: Lifetime Financial Group
When compliance got to be a major impediment to how Bruce Berman wanted to serve his clients, he found a firm with a different philosophy.
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 […]