Clay City Based Financial Planning Firm Rejoins Silver Oak Securities

There’s a moment in Alice’s Adventures in Wonderland where Alice admits she doesn’t much care where she ends up. The Cheshire Cat’s reply is blunt: then it doesn’t matter which road you take.

Most financial professionals care deeply about where they’re going. The firms recruiting them often don’t.

That’s the problem in today’s talent market. Mega broker-dealers and large RIAs compete hard for top advisors, offering impressive transition packages and sign-on deals. What they rarely do is sit down, ask the right questions, and genuinely listen to the answers.

Billy Hopkins addresses this head-on in his latest article, A Tad from Perfect. He shares a candid conversation with a financial professional who believed Silver Oak was the better firm but assumed a larger competitor could pay more. Maybe, but that firm probably never asked where the advisor truly wanted to go.

Money matters, but numbers won’t tell you whether a firm will support your long-term vision or just plug you into their existing model.

We call ourselves “a tad from perfect” on purpose, investing heavily in our people, our technology, and our advisor community rather than a marketing budget. Over 26 years, we’ve built a flywheel around five disciplines that independent entrepreneurial advisors need to scale: wealth management, financial planning, technology, business planning, and community.

The framework supports advisors on their own terms. No one tells you what to do or how to do it.

Stop asking what can get you where you want to go and start asking who.

Read the full article for more here.

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 in Clay City, Indiana, Moss Wealth Advisors is a comprehensive financial planning firm managing assets for clients across multiple states.

Planning to exit the business, founder Larry Moss sold the firm to a bank in 2021. After three years and mounting concerns about how his clients would be served over time, he had a change of heart and decided to restart his independent practice with Silver Oak Securities a second time.

“We are delighted to welcome Larry Moss and Moss Wealth Advisors back to the Silver Oak family,” said Billy Hopkins, Silver Oak’s CEO and President. “Larry’s commitment to fiduciary principles and client-centered approach exemplifies the values we champion at Silver Oak. His journey underscores the unique advantages our model offers to advisors who prioritize true independence and flexibility in service of their clients’ best interests.”

Founded by Larry Moss, Moss Wealth Advisors has established a strong presence serving clients primarily in rural Indiana, while also maintaining relationships with clients across California, Arizona, North Carolina, Florida, Idaho, and Minnesota. The firm is known for its process-driven approach to financial planning that prioritizes client outcomes over product sales.

“Sometimes you don’t always appreciate what you have. And when you’ve stepped away for a while, you realize, wow, I had it great. And that’s why I came back to Silver Oak,” said Moss of the firm’s decision to return from LPL Financial. “The strength of Silver Oak Securities is they allow us to act completely independently with flexibility while staying compliant and having access to the best products, the best systems, and the best technology available to help us assist in what we need to do.”

Moss Wealth Advisors will continue to operate from their Clay City headquarters, serving clients across multiple states with the same dedication to comprehensive financial planning while leveraging both the Silver Oak broker-dealer and RIA’s enhanced platforms and resources.

If you’re interested in learning more about joining Silver Oak Securities, please visit https://joinsilveroaksecurities.com.

About Moss Wealth Advisors

In business for more than a quarter century, Moss Wealth Advisors provides consulting services for business owners and manages and advises on assets for clients from multiple states. The firm is based in Clay City, Indiana.

About Silver Oak Securities, Inc.

Silver Oak Securities, Inc. is an independent, full-service Broker-Dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority and the Securities Investors Protection Corporation. Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Corporate headquarters are located in Jackson, TN, between Nashville and Memphis. Learn more at www.SilverOakSecurities.com and connect with us on LinkedIn.

Media Contact

Mark Forman
Intention.ly for Silver Oak Securities
[email protected]