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.
One of the ways we do that is through a carefully curated ecosystem of asset managers, technology providers, insurance partners, and strategic allies, each selectively chosen because of the real value delivered to advisors and their clients.
Asset Managers and Insurance Partners for Independent Advisors
Silver Oak has cultivated strong relationships with leading asset managers to give advisors the support and investment solutions that would be difficult to access independently. The investment solutions also include custom built institutional-quality portfolios powered by best-in-class partners, including Invesco, BlackRock, Fidelity, Aptus Capital Advisors, and First Trust, to scale their practices and serve their clients’ needs better.
Through AdvisorFX, Silver Oak’s proprietary investment platform, advisors can combine strategies from multiple providers into customized UMA and SMA solutions, spanning ETF and equity options, tax-sensitive opportunities, and income-focused strategies. Advisors can blend managers, incorporate a self-managed sleeve, and work with Silver Oak’s overlay team on tax transitions and dollar-cost averaging opportunities. The platform carries a 20 bps fee, with manager costs ranging from 0 to 65 bps, keeping the total cost of a professionally managed solution meaningfully lower than most third-party management models.
On the insurance and annuity side, Silver Oak works with partners like Quantum and CreativeOne, enabling access to competitive products and case design support for clients with complex income and protection needs.
Technology that Eliminates Friction
Often, instead of making advisors’ lives easier, firms increase their operational burden with disconnected systems and one-size-fits-all tech decisions that waste time and opportunities.
Our technology stack is built around platforms that are proven, complementary, and focused on advisor outcomes, including Orion, Pontera, Endaoment, Wealth.com, TaxStatus, and Track That Advisor, to name a few.
None of these tools require advisors to abandon the systems that already work for them. Silver Oak provides access to best-in-class solutions and lets advisors build the configuration that fits their practice.
The Bigger System
The Silver Oak flywheel includes five disciplines, designed to reinforce each other and support advisor growth: Technology, Wealth Management, Financial Planning, Business Planning, and Community.
- Wealth Management offers access to institutional platforms, custom models, direct indexing, separately managed accounts, and tax transition services.
- Financial Planning adds M&A consulting, insurance case design, advanced education, and home office resources.
- Business Planning delivers EOS coaching, succession planning, marketing consulting, recruiting support, and operational assistance.
- Community connects advisors to a national network of peers through Unplugged conferences and ongoing collaboration.
- Technology is a powerful spoke in the wheel, acting as a genuine growth engine when combined with the other four.
Independence, Empowered – Not Standardized
Silver Oak doesn’t build its platform around conformity. Advisors stay in control of their practice and their client relationships while we provide the strategic backing, the tools, and the resources to help them grow faster and operate more efficiently.
At Silver Oak, advisors can operate 30% more efficiently, with a dedicated relationship team, quarterly growth reviews, and a full ecosystem working in their favor.
The Power of the Right Partner
Independent advisors don’t need more vendors. They need partners who understand the business of building a business.
Silver Oak’s ecosystem was designed prescriptively, with technology, investment resources, planning support, and community all pointed at the same goal: making it easier for financial professionals to build enduring enterprises.
If you’re ready to work with a firm that grows alongside you, we’d like to talk.