Independent advisors want to spend time serving clients, growing their businesses, and building something that lasts, not evaluating software, troubleshooting integrations, and reconfiguring workflows. At Silver Oak, our focus is on making it easier for advisors to build enduring enterprises.…

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…

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…

In May 1961, five days after Bay of Pigs and five weeks after the Soviets put Yuri Gagarin into orbit, President Kennedy stood before Congress and made a promise: America would land a man on the Moon before the decade was out. NASA was less than three years old. The technology necessary to reach the Moon didn’t even exist yet.

Billy Hopkins explores what financial advisors should look for in a partner firm and why long-term vision, support, technology, and community matter more than the biggest offer.

Learn how independent advisors can attract, vet, and mentor next-generation talent to build a sustainable, growth-oriented practice.

Billy Hopkins explores the leadership gap facing independent financial advisors and why mentoring talent, building stronger businesses, and planning for succession are critical to the industry’s future.

The Silver Oak Flywheel creates advisor momentum by integrating five core support areas: Community, Business Planning, Technology, Wealth Management, and Financial Planning.
Each component strengthens the others, driving 30% greater efficiency and profitability compared to industry benchmarks.

Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.

Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.