Category: Press

The Custom Portfolio Revolution: Stop Building What You Can Get For Free

WealthManagment's 2026 Midyear Outlook Billy Hopkins Discusses the Custom Portfolio Revolution

Independent advisors are building their businesses in an industry that continues to change. That makes it important to pay attention to the trends shaping how advisors serve clients, operate their practices, and plan for growth. Silver Oak Founder and CEO @Billy Hopkins recently shared his perspective with Wealth Management as part of its 2026 Midyear […]

Q&A with Billy Hopkins and ThinkAdvisor

q&A: Billy Hopkins and ThinkAdvisor For Advisors, It's as Simple as 'Grow or Retire'

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.

Silver Oak Securities Names Hollie Murrin Director of Marketing

Accomplished Marketing Leader Joins Silver Oak Securities to Elevate Advisor Engagement Jackson, TN – September 30, 2025 — Silver Oak Securities, Inc., a leading independent Broker-Dealer and SEC-Registered Investment Advisor, is proud to announce the appointment of Hollie Murrin as the new Director of Marketing. Based in the Greater Chicago Area and bringing extensive experience […]

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 […]

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 […]

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 […]