Privacy Policy

Protecting your privacy is important to us at Silver Oak Advisory Group. This notice is being provided to update you on our current privacy policies and procedures, in accordance with the Securities and Exchange Commission's rule regarding the privacy of consumer financial information ("Regulation S-P"). Please take the time to read and understand this notice and how we safeguard your information.

Information We Collect

We must collect certain personally identifiable information about you to provide financial services. The personally identifiable information that we gather during the course of doing business with you may include:

  • information we receive from you on applications or other forms (for example: Social Security numbers, driver's license numbers, financial account numbers, health information, and more)
  • information about your transactions with us, our affiliates, or others (for example: account balances, income, spending habits, and more)
  • information we receive from a consumer reporting agency
Information We Disclose

We do not disclose ANY nonpublic personal information about our clients or former clients to anyone, except as required by law, or as necessary to provide services to you. With your permission, we may disclose your nonpublic personal information to your accountants, attorneys or other financial service professionals. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect to certain non-affiliated third parties such as our attorneys, accountants, auditors, and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all non-affiliated third parties that prohibit them from disclosing or using the information other than for the purposes for which we disclosed the information.

Confidentiality and Security

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Discarded physical nonpublic personal information is shredded and destroyed.


We strive to maintain accurate personal information in our client files at all times. As personal situations, facts, and data change over time, we encourage you to provide feedback and updated information to help us meet our goals.

If you have any questions or concerns, please contact us at 503-242-1715.