Fee-Only · Fiduciary · Minneapolis / Edina, MN

Plan to Live Well.
For Life.

Silver Oak Wealth Management is an independent, fee-only Registered Investment Advisor. We build customized financial plans that align with your values, protect your family, and create the freedom to live the life you envision.

Start Your Financial Journey Explore Our Services
Fee-Only
No commissions. Ever.
Fiduciary
Your interests. Always first.
Since 2010
Five Star Wealth Managers
FT Top 300
Investment Advisor

Why Silver Oak

The Standard We Hold Ourselves To

Five Star Wealth Manager

Consistently recognized since 2010 — a distinction awarded to advisors who deliver exceptional client service and measurable outcomes.

Financial Times Top 300

Named a Financial Times Top 300 Investment Advisor for five years — placing Silver Oak among the most respected independent advisory firms nationally.

True Fiduciary Standard

As a Registered Investment Advisor, we are legally bound to act in your best interest in every recommendation — no exceptions, no fine print.

Fee-Only Independence

We earn no commissions and sell no products. Our independence means our advice is always objective, unbiased, and 100% aligned with your goals.

The Silver Oak Advantage

How We Earn Your Trust

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Fee-Only, No Conflicts

We never sell products or earn commissions. Every recommendation is driven entirely by your best interest.

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Fiduciary by Duty

As a fiduciary RIA, we are legally and ethically obligated to put your interests first. Not just our promise — our standard.

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Institutional Investment Access

Clients gain access to an institutional brokerage account backed by rigorous internal due diligence on every investment.

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Proactive Partnership

Your plan is continuously monitored and revised as your life changes. We stay ahead so you never fall behind.

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Award-Winning Expertise

Recognized as Five Star Wealth Managers since 2010 and Financial Times Top 300 Investment Advisor for five years.

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Multi-Disciplinary Team

Our advisors hold professional designations spanning multiple personal finance disciplines — expert guidance under one roof.

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Coordinated With Your Advisors

We collaborate with your estate attorneys, CPAs, and other professionals — no gaps, no conflicting advice.

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Community-Committed

From Toys for Tots to Feed My Starving Children — because true wealth includes the communities we call home.

What We Do

Comprehensive Services

A complete suite of financial disciplines — integrated into one seamless, personalized plan.

Investment Advisory Services

Disciplined, research-backed investment management tailored to your goals, timeline, and risk tolerance — with access to institutional-grade resources and rigorous due diligence on every recommendation we make.

Portfolio Management Institutional Access Due Diligence

Comprehensive Financial Planning

A holistic Plan to Live Well that integrates every dimension of your financial life into one cohesive, actionable strategy built around who you are.

Executive Counseling

Specialized guidance for executives navigating complex compensation structures, company stock concentration, and the unique financial opportunities that come with leadership.

Tax Planning & Preparation

Proactive tax strategies designed to minimize your liability today and across your lifetime — fully coordinated with your broader financial plan.

Wealth Transfer & Estate Planning

Thoughtful strategies to ensure your wealth passes to the people and causes you care about, structured precisely to carry out your intentions for generations to come — aligned with your tax, insurance, and investment strategy.

Legacy Planning Trust Strategies Beneficiary Alignment

Risk Management & Insurance

An objective review of your coverage landscape — ensuring the right protections are in place without paying for what you do not need.

Charitable Giving

Strategic philanthropic planning that amplifies the impact of your generosity while aligning with your tax, estate, and legacy objectives.

Education Planning

Forward-looking strategies to fund education goals without derailing your retirement — balancing today's needs with tomorrow's financial freedom.

Market Insights

Quarterly newsletters, webinars, whitepapers, and a secure client portal — clear, unbiased perspective on markets and your financial picture.

Silver Oak Wealth team
Silver Oak Wealth office
Silver Oak Wealth advisors
15+
Years of Award-Winning Service

About Silver Oak

Your Financial Partner. For Life.

Silver Oak Wealth Management LLC was built on a conviction that great financial advice starts with deeply understanding who you are — your values, your dreams, the legacy you want to leave, and the concerns that keep you up at night. Based in Edina and serving clients throughout the Minneapolis–St. Paul area, we operate as an independent, fee-only Registered Investment Advisor bound by a fiduciary duty to every client we serve.

We call our approach a Plan to Live Well. Just as no two snowflakes are alike, no two financial plans should be either. We collaborate with you — and with your estate attorneys, accountants, and other trusted advisors — to build a customized strategy that evolves with your life.

We are privileged to be part of our clients' financial journeys and take that responsibility seriously. Our commitment extends beyond portfolios: our team actively volunteers with Toys for Tots and Feed My Starving Children, because we believe true wealth means having the freedom to live fully — and to make a meaningful difference in the lives of others.

Work With Us Our Process

How We Work

Your Journey to Financial Freedom

1

Understand You Completely

A deep conversation to learn your financial history, personal values, life goals, and what financial freedom genuinely means to you.

2

Build Your Custom Plan

We design a comprehensive, integrated financial plan spanning investments, taxes, insurance, estate planning, and beyond.

3

Coordinate Your Full Team

We actively collaborate with your estate attorneys, CPAs, and other professionals so every element works in harmony.

4

Implement With Discipline

We put your plan into action with rigorous investment management and strategic execution — precise and purposeful.

5

Monitor, Adapt & Grow

Your plan is a living document. We proactively review and refine it as your life, goals, and market conditions evolve.

Begin Your Plan to Live Well

Common Questions

Everything You Need to Know

Fee-only means we are compensated solely by our clients — never through commissions or product sales. This eliminates conflicts of interest and ensures every recommendation is driven entirely by what is best for you, not by what earns us more.
A fiduciary is legally and ethically required to act in your best interest at all times. As a Registered Investment Advisor, Silver Oak is held to the highest standard of care in the financial industry — not a vague suitability standard, but a true duty of loyalty to you.
This is one of the most important questions we help clients answer with clarity. We analyze your savings rate, projected income needs, company benefits, and investment strategy to give you an honest picture — and a concrete plan to close any gaps.
Tax planning is woven into your overall financial strategy, not treated as an afterthought. We identify proactive opportunities to reduce your liability now and over your lifetime, coordinating closely with your CPA to ensure nothing falls through the cracks.
Absolutely — and we encourage it. We actively coordinate with your estate attorneys, accountants, and other professionals, serving as the central point of integration so your entire advisory team works from one unified plan.
Estate planning is part of our comprehensive review process. We help ensure your wills, trusts, and beneficiary designations are properly aligned with your intentions — and we surface gaps that need attention before they become costly problems.
Expect a proactive, long-term partnership built around your schedule and your needs. We provide in-depth financial understanding, unbiased independent advice, and a plan that is continuously monitored and adapted as your life unfolds.
We serve individuals, families, and executives in the Minneapolis–St. Paul–Edina area who are serious about building, protecting, and transferring wealth with intention. Every client relationship is highly personalized — there is no one-size-fits-all plan here.

Ready to Begin?

Don't Let Your Dreams
Be Only Dreams.

A single conversation can change the trajectory of your financial future. Reach out today — we will listen, and we will help you Plan to Live Well.

Email Us Today Call: (612) 331-6300
Our Office
7650 Edinborough Way
Edina, MN
Get Directions →
Phone
(612) 331-6300
Email
info@silveroakwealth.com