Silver Oak Leaf Financial Services L.L.C.

Overview

Silver Oak Leaf Financial Services L.L.C. is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm operates as a capital allocator and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services also include selecting other advisers and publishing periodicals or newsletters for clients, suggesting an emphasis on client education and curated manager selection rather than product distribution. Investment preferences skew toward publicly traded equities and exchange-traded strategies. The firm is not an active ESG investor and is not structured as a multi-state adviser, which points to a locally focused advisory practice. Fee models are a mix of percentage-of-AUM and fixed fees, matching a hybrid client base that may include both ongoing portfolio clients and planning-only relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices