Silveroak Wealth Management LLC

SilverOak serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm provides fee-only financial planning and portfolio management along with pension consulting, tax-qualified employee benefit services, financial education workshops, and optional implementation services such as tax preparation and bill-pay.

SilverOak manages accounts on both discretionary and non-discretionary bases, constructing portfolios from bonds, mutual funds, ETFs, individual equities and, when appropriate, private investments or limited partnerships, and it may allocate portions of client portfolios to independent third‑party managers. The firm describes a formal due‑diligence and ongoing monitoring process for mutual funds and third‑party managers and offers access to wrap-fee manager programs through Charles Schwab (Schwab Access and Schwab Select).

The brochure reports discretionary assets of approximately $1.87 billion as of December 31, 2025 alongside a seven‑person advisory team, a combination that results in a higher AUM-per-advisor ratio than is typical for peer teams. SilverOak also discloses that certain principals are licensed CPAs and that the firm provides tax preparation and bill‑pay services to ongoing clients, and it directs prospective clients to its CRD number and SEC disclosures for additional third‑party information.