Silver Oak Securities Names Tom McGuire Director of Strategic Partnerships & Marketing
Veteran Marketing Executive Joins Growing Independent Broker-Dealer to Accelerate Advisor Partnership Strategy Jackson, TN – June 27, 2025 — Silver Oak Securities, Inc., a leading independent Broker-Dealer and SEC-Registered Investment Advisor, is proud to announce the appointment of Tom McGuire as Director of Strategic Partnerships & Marketing. McGuire joined Silver Oak in early 2025 as […]
Five Steps for Breaking Through a Growth Plateau
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.
But there’s never been a better time to focus on growth. The financial advisory industry is projected to grow at 13% annually, much faster than the national average, with assets under management expected to reach $85.14 trillion by 2028.
And growth is absolutely possible when you take the right steps to offload the noise and focus on what moves the needle.
Can Your Firm Answer This Million-Dollar Question?
Most advisory practices today are beautifully fragile businesses that could collapse overnight.
Why? Because they lack succession planning and, perhaps more importantly, continuity planning.
Unplugged 2025 Recap: Where Innovation Meets Intention
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.
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 […]
