About Us

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 to affluent individuals and their families, including retirement planning, institutional investment oversight and consulting, asset management and investment guidance.

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 the 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. We work hard to help prepare our clients for a comfortable retirement and the stress-free enjoyment of their life’s passions.


We listen, we consult, we care, we perform.

Fiduciary
A CFP® professional shall at all times place the interest of the client ahead of his or her own.
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.