Silver Oak Securities Welcomes B&B Tax and Financial Services, Expanding Michigan Presence

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.

$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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