We didn’t love the way traditional wealth management firms worked—so we built our own. Silver Oak Wealth Planning was born out of a desire to think differently, plan intentionally, and put people—not products—at the heart of financial planning.

We’re part financial strategist, part guide, and part futurist. One moment, we’re deep in the data. The next, we’re knee-deep in a Colorado stream talking about your legacy. Whether you’re planning for the next 30 years or the next three generations, we’re here to help you live—and give—with purpose.
Our clients? Visionary business owners, thoughtful professionals, and legacy-minded families. They don’t just want to build wealth. They want to make it matter. That’s where we come in.

Our approach is anything but cookie-cutter. We build personalized, future-forward strategies that align with your values, goals, and real-life needs—across five key pillars: 
• Investment Management
• Protection Planning
• Strategic Tax Mitigation
• Estate & Legacy Planning
• Business Planning

As independent fiduciaries, we offer conflict-free advice with complete transparency. No commissions. No hidden agendas. Just smart strategy and real human connection.

At Silver Oak, we simply solve problems and turn financial complexity into peace of mind. Whether you're scaling a business, giving to causes you care about, or planning a future you can't yet picture—we’ll be there. Guiding. Listening. Solving—Seamlessly

Smart Growth Forward.

Silver Oak Wealth Planning

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Silver Oak Wealth Planning

Org chart

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