$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 for 1,200 investment clients while providing tax preparation services for over 7,000 clients nationwide.
“We are excited to welcome Dan Bukovcik and B&B Tax and Financial Services to Silver Oak,” said Billy Hopkins, Silver Oak’s CEO and President. “Their unique combination of tax expertise and investment management, along with their commitment to serving often-overlooked investors, perfectly aligns with our mission of supporting independent advisors who put clients first. Dan and his team have built an impressive practice by focusing on relationship-driven service, and we look forward to partnering with them.”
Founded in the late 1980s, B&B Tax and Financial Services has developed a strong reputation for serving clients across the wealth spectrum, from farmers planning generational transitions to executives managing retirement assets. The firm is known for its integrated approach to financial planning, combining tax expertise with investment management to provide comprehensive financial solutions.
“What sold us on coming to Silver Oak is the small-town kind of feel,” said Bukovcik. “If you have a question, you can call anyone, all the way up to Billy [Hopkins], and they’re always willing to help. That level of personal attention and support is exactly what we were looking for in a partner.”
The B&B team will continue to operate from their Ovid headquarters, serving clients across 12 states while leveraging Silver Oak’s enhanced platform and resources to support their continued growth.
If you’re interested in learning more about joining Silver Oak Securities, please visit https://joinsilveroaksecurities.com.
About B&B Tax and Financial Services
Founded in 1987 by Dan Bukovcik, B&B Tax and Financial Services manages $125 million in client assets for 1,200 investment clients and provides tax preparation services for over 7,000 clients nationwide. The firm is based in Ovid, Michigan.
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
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