As a premier financial planning and wealth management company, our goal is to improve the quality of our clients' lives by assisting them in successfully attaining their personal and business financial objectives. We are committed to our clients and the achievement of their dreams - not just for today but well into the future - creating a secure foundation for generations to come.
Our advisors have extensive experience and various professional designations across multiple personal finance disciplines. Be sure to read about other volunteering opportunities our team has had on the Community Involvement page. For the fourth consecutive year, SilverOak was named a Financial Times Top 300 Investment Advisor in 2018.
Our advisors have extensive experience and various professional designations across multiple personal finance disciplines. Be sure to read about other volunteering opportunities our team has had on the Community Involvement page. For the fourth consecutive year, SilverOak was named a Financial Times Top 300 Investment Advisor in 2018.
Services
As a premier wealth management firm serving individuals and families throughout the United States, it is incumbent that our clients experience exemplary service in each interaction with us. To accomplish this, we have assembled an exceptional team of talented and committed individuals, whose common mission is to assist you with all areas of your personal finances.
Our Mission is to be your financial partner for life - your trusted advocate and guide - helping you achieve a greater peace of mind. We believe that providing competent and thoughtful financial advice can only be accomplished by thoroughly understanding your personal values, beliefs and life goals.
SilverOak Wealth Management LLC (SilverOak) is an independent boutique advisory firm serving individuals and families throughout the United States. Our comprehensive and customized approach to financial planning utilizes the knowledge and expertise of our team by integrating services such as income tax strategies, investment advice, cash flow management, estate planning and many others.
The heart of our firm is our underlying philosophy and values, which define who we are and the experiences you will have as a client of SilverOak. These principles guide us in our everyday lives, decisions and interactions with you. They permeate our organization and are our commitment to you, as we guide you on your journey to Plan to Live Well.
For the fourth consecutive year, SilverOak was named a Financial Times Top 300 Registered Investment Advisor in 2018. SilverOak was ranked #8 on CNBC's 2014 national list of the Top 100 Fee-Only Wealth Management Firms. SilverOak was listed in Advisory HQ's Top 12 Best Financial Advisors in Minneapolis, St. Paul, and Edina in 2020.
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