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https://www.korhorn.com/contact#:~:text=Hours%3A%20Mon%20-%20Fri%209%20a.m.%20-%205,%2ARegistered%20Branch%20Office%20of%20Silver%20Oak%20Securities%2C%20Inc.
https://www.silveroak.net/
At Silver Oak Advisory Group, we help people make financial decisions that support their life goals. We take the long view, implementing financial strategies that can help weather the ups and downs of the investment markets and creating long-lasting relationships with our clients. We have served the community as an independent, fee-only ...
https://www.yelp.com/biz/silver-oak-advisory-group-portland
1130 SW Morrison St. Ste 610. Portland, OR 97205. Downtown, Southwest Portland. Get directions. Mon. 9:00 AM - 4:00 PM. Tue. 9:00 AM - 4:00 PM.
https://www.silveroak.net/contact
View Silver Oak Advisory Group in a larger map. View Silver Oak Advisory Group in a larger map. View Silver Oak Advisory Group in a larger map. Home; Our History; Our Team; Services and Fees; Client Resources; CONTACT us (503) 242-1715 [email protected]. 1130 SW Morrison St, Suite 312 Portland, OR 97205
https://www.silveroak.net/about
In 1991, Silver Oak Advisory Group founder Deborah L. Thomas, JD, CFP® wanted to create a financial advisory firm that focused on what was best for clients. It would be fee-only—meaning no sales commissions—utilize low-cost index and asset class investments for managed portfolios, and include objective financial planning analysis and ...
https://uploads-ssl.webflow.com/5b1ff02c62bba61c9f31bce3/5babbff4f6cfbf81a09cdd4f_SOAG%20ADV%20Part%202B%2020180312.pdf
Silver Oak Advisory Group, Inc. Form ADV Part 2B Page 3 Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and Ethics – Renew an agreement to be bound by the Standards ...
https://www.silveroak.net/team
Care and Savvy Expertise Our team is dedicated to providing our clients with service tailored to their individual needs
https://www.silveroak.net/services
For those seeking a true financial partner throughout all the ups and downs life may have in store, Silver Oak offers ongoing advisory services. We take a holistic approach that goes beyond traditional portfolio management by identifying and focusing on your personal goals, not just your portfolio’s value.
https://www.silveroaksp.com/
Silver Oak is a trusted partner in growing lower middle market services companies. Who We Are Silver Oak Services Partners is a lower middle market private equity firm focused on making investments in leading business, healthcare, and consumer services companies $ 1. 1 B+ Total AUM $ 15-150 M Revenue $ 4-25 M EBITDA
https://www.silveroak.net/team/jessica-howe
Since starting at Silver Oak Advisory Group in 2004, I’ve held nearly every position, from the front desk, reporting and trading, associate advisor, lead advisor, and most recently as partner. This variety has given me perspective that has helped understand all of the aspects the …
https://www.silveroak.net/team/brent-hunsberger
At Silver Oak, along with being a lead financial advisor, I bring a cooperative spirit, a relatable air and a line on good New Mexican green chili. When I’m not at work, my main focus is engaging with my two pre-teen daughters (because they still let me). I enjoy running and am always looking for the spiciest food possible. Education
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