Succession Planning Lessons from Warren Buffett
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 series of relationship-based connections, the company eventually landed in the hands of perhaps the world’s most famous investor: Warren Buffett. Jim Zipursky, who helped facilitate the deal, recently shared this […]
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 […]
Silver Oak Securities Welcomes B&B Tax and Financial Services, Expanding Michigan Presence
$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 the fastest-growing independent broker-dealers in 2024, announced today that B&B Tax and Financial Services has joined its expanding network. Based in Ovid, Michigan, B&B manages $125 million in client assets […]
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 […]
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 […]
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 […]
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 […]
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 […]
