From a single acorn grows a Mighty Oak
Invest with a Plan, Invest with Purpose
Investing is serious business
It requires an eagle eyeLearn about SkyOak's investment process
At SkyOak, we believe in a personalized approach to investing
Learn what your financial future
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Our Solemn Pledge
Our Clients Always Come First
SkyOak Wealth is an SEC Registered Investment Advisory firm focused on helping investors (individuals, families, foundations and institutions) attain their financial goals. Through the disciplined application of goals-based financial life planning, risk management, and a combination of both active and passive management, we help our clients reach their goals. We are independent, employee-owned, and unaffiliated with any parent company, meaning we are able to offer unbiased investment advice. Our certified financial planners (CFP®) and financial advisors provide consultative investment and wealth management services for affluent individuals and their families, including retirement planning, institutional investment oversight and consulting, asset management and investment guidance to our clients.
SkyOak Wealth was formed through the combination and partnering of executives and investment advisor professionals who came together with a common mission of building the best investment advisory firm in the industry. Collectively, SkyOak's managing partners have over 100 years of hands-on investment industry and executive leadership experience. (Meet our leadership team). We manage and advise on approximately $450 million in assets, with clients in 28 states and offices strategically located throughout the country in Michigan, Florida, California and Arizona.
As a Registered Investment Advisory firm we are bound to serve as fiduciaries to our clients. Our adherence to fiduciary standard underscores our commitment to providing unbiased, conflict-free investment advice.
Our primary focus is on protecting your assets by managing and mitigating risk within each client’s investment and risk parameters, while we deploy investment programs designed to achieve competitive and risk-balanced returns. Personalized financial planning and individualized risk analysis are foundational elements of our client engagement experience. The SkyOak team works hard to help prepare them for a comfortable retirement and the attainment of stress-free enjoyment of their life’s passions.
We listen, we consult, we care, we perform.
A Better Investment Process
Meet our partners
If you’re looking for an investment advisory firm you can rely on to help you achieve your personal financial goals, or if you’d just like to inquire or learn about SkyOak Wealth, we’d love to hear from you. Just use the form below or contact us by email or phone.