Silver Oak Advisory Group

Silver Oak Advisory Group is a financial planner in Portland, OR. They provide comprehensive financial planning services that help individuals and families achieve their life goals through strategic investments and personalized guidance. With over three decades of experience since 1991, they serve clients across the region with an independent, fee-only approach. Their offerings include ongoing advisory services and project-based engagements for specific financial issues. Silver Oak Advisory Group holds a perfect rating of 5.00 based on client reviews.

At Silver Oak Advisory Group, their mission is to guide clients toward making informed decisions that align with their life goals. They take a holistic approach by understanding each individual's financial history, values, and circumstances. The team includes experienced CERTIFIED FINANCIAL PLANNER™ professionals like Jessica Howe, Brent Hunsberger, Joanne Boorman, and Parker Gallagher, who provide tailored services based on the client’s needs. Their fee-only model ensures unbiased advice without conflicts of interest.

Silver Oak Advisory Group has built a strong foundation in Portland since 1991, consistently providing high-quality financial planning services. They have cultivated enduring relationships with over 190 clients and continue to adhere to their core values of putting clients first and maintaining honesty and integrity. Their approach is holistic and pragmatic, focusing on long-term strategies that help weather market cycles and life events.

Silver Oak Advisory Group’s commitment to client-focused service and their experienced team make them a trusted financial planning resource in Portland. They are dedicated to helping individuals and families achieve their financial goals through personalized advice and strategic planning.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management