Silver Oak Securities Partners with TaxStatus to Deliver IRS-Verified Financial Data to Independent Advisors

Fee-based advisory relationships grew from $150 billion to $260 billion over the past decade, and client demand for holistic advice jumped 80 percent in five years. Today, nearly four out of five affluent households will pay premium fees for human advice over digital alternatives.

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…

Recent research indicates that 80% of advisors who switch firms are glad they made the move, and most wish they had done it sooner. But in spite of this overwhelming satisfaction rate, many remain trapped in situations that waste their time and limit their potential.

Transform your succession plan from a simple exit strategy into a powerful tool for building a future-ready financial advisory firm that inspires client trust and commands premium value.

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…

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.

Most advisory practices today are beautifully fragile businesses that could collapse overnight.

Why? Because they lack succession planning and, perhaps more importantly, continuity planning.

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.

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…