Our mission at Silver Oak Advisory Group is to provide top quality financial planning and investment advisory services to help you accomplish your personal goals. We believe everyone can benefit from having an independent, highly trained professional to provide a "big picture" approach to their financial life. Taking care to identify individual needs and values, we offer confidential, trustworthy and attentive service to clients. Our goal is to ensure that you understand both your current financial situation and the future consequences of decisions you are making.
Silver Oak Advisory Group, a Registered Investment Advisor, was established in 1991 to provide fee-only advisory services to individuals and their families. "Fee-only" means we neither sell products nor receive commissions. We are fiduciaries, and as such, hold ourselves to the highest ethics in all of our dealings, maintaining the ideals of honesty, integrity and trust with our clients. Silver Oak is also founded on the principles of giving back to the community and improving the standard of work in our profession.
Our philosophy and approach is built on maintaining long term relationships — not only between the firm and our clients, but also between our clients and the financial markets. We look forward to meeting with you.