Oak Wealth Management

At SilverOak Wealth Management, we take pride in being a premier financial planning and wealth management company that is dedicated to improving the quality of our clients' lives. As a fee-only, independent Registered Investment Advisor (RIA) based in Minneapolis/St. Paul, our goal is to assist our clients in successfully attaining their personal and business financial objectives.

Our Mission and Philosophy

Our mission is to create a secure foundation for generations to come by providing comprehensive financial planning and wealth management services. We believe in building long-term relationships with our clients, and our team of experienced advisors is committed to providing unbiased and independent advice that always puts our clients' interests first. We are dedicated to our clients and the achievement of their dreams, not just for today, but well into the future.

Our Services

We offer a wide range of services that are designed to help our clients achieve their financial goals. These services include investment advisory services, comprehensive financial planning, executive counseling, tax planning and preparation, wealth transfer and estate planning, risk management and insurance, charitable giving, and education planning. Our comprehensive planning solutions are continually monitored and revised based on our clients' changing needs, and we are happy to coordinate with other advisors and professionals our clients work with, including estate attorneys and accountants.

How We Earn Your Trust

We earn our clients' trust by being fee-only, which means we do not sell any products or receive any commissions. We have a fiduciary relationship with all of our clients, and our advisors have extensive experience and various professional designations across multiple personal finance disciplines. We conduct thorough internal due diligence on all of our investments, and our customized planning solutions are designed to meet the unique needs of each client.

What You Can Expect From Us

When you work with SilverOak Wealth Management, you can expect proactive relationship management, in-depth understanding of your finances, interaction based on your needs and schedule, unbiased and independent advice, specific investment advice, and truly comprehensive planning. We are committed to helping our clients achieve financial freedom, and we are dedicated to providing the highest level of service and expertise.