Mission: We guide our clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.
In 1991, Silver Oak Advisory Group founder Deborah L. Thomas, JD, CFP® wanted to create a financial advisory firm that focused on what was best for clients. It would be fee-only—meaning no sales commissions—utilize low-cost index and asset class investments for managed portfolios, and include objective financial planning analysis and financial education for all clients.
Over the years, Deborah put together a team of CERTIFIED FINANCIAL PLANNER™ professionals and staff who shared the company's values, focusing on working hard, putting clients first and maintaining a high standard of ethics. Following Deborah’s lead, many of the professionals at Silver Oak have worked passionately to improve the standard of work in our profession.
As the company grew, Silver Oak adopted new technology and business practices to increasingly better serve clients. Many of these were spearheaded by current owners Jessica Howe, CFP® and Benjamin Gilbert, CFP®, who took over the firm in 2012. Deborah continues to serve on the firm’s Board of Directors. Today, all the staff at Silver Oak Advisory Group strive to maintain the values and solid foundation that ensures we continue to provide the best financial planning services to our clients.
- Put clients first
- Act with honesty and integrity
- Encourage healthy discussions
- Approach decisions with discipline and analytical rigor
- Never stop learning and strive for constant improvement