This web site is a way to provide our clients and friends of the firm with general information; it is not intended to provide specific details for your particular needs nor tax or legal advice.
Silver Oak Advisory Group may only transact business in your state if it is either (1) registered in your state or (2) excluded or exempted from investment adviser registration in your state. We encourage you to locate a financial planner in your area to consult with. Two national organizations will provide names of qualified professionals for you to interview: National Association of Personal Financial Advisors, 1-800-366-2732 and Financial Planning Association, 1-800-282-7526.
Follow-up, individualized responses to e-mail requests that involve the rendering of personalized investment advice for compensation will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion. We believe financial and investment advice is best delivered after personal contact with our clients. The information in this web site is not intended as the primary basis for investment decisions and should not be construed as advice meeting the particular investment needs of any investor. All references that might be made to an investment, index or portfolio's performance are based on historical data and one should not assume this performance will continue in the future.