From a single acorn grows a Mighty Oak

Invest with a Plan, Invest with Purpose

SkyOak's goals-based approach to financial planning

Investing is serious business

It requires an eagle eye

Learn about SkyOak's investment process

At SkyOak, we believe in a personalized approach to investing

Learn what your financial future
could look like

Learn About the Benefits of Financial Life Planning

SkyOak Wealth

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 over $600 million in assets, with clients in 28 states and offices strategically located throughout the country in Michigan, Nevada, California and Oregon.

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.

Fiduciary
As a Registered Investment Advisor, SkyOak Wealth has a fiduciary duty to our clients.  This means we have a fundamental obligation to always act in their best interest.
Integrity
Adherence to our moral and ethical principles of putting the client first.
Transparency
Clear, understandable fee schedule. Full disclosure of our compensation.
Independent
We are not influenced or controlled by outside forces in our investment decisions.

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A Better Investment Process

How You Benefit from a Better Investment Process

Blending the best of active and passive investment
  • We use a Core-Satellite Strategy
  • Our portfolios are personalized to each client
  • Invest with purpose
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Put Your Financial House in Order with Goals-Based Planning

  • Always know where you stand
  • Accurately measure your financial progress
  • Connect your investment results to your personal goals
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The Importance of Goals-Based Investing

Reaching your best possible future requires planning
  • What do you dream about? What do you want to achieve?
  • Goal setting is a key starting point
  • We can measure and monitor your progress
  • Always know where you stand
Start Here

SkyOak Team

Meet our partners

John Doe
Jane Doe
John Smith
Jessica Smith
Let's Talk

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.

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