Founded in 1999, Silver Oak Securities, Inc. is a FINRA-registered broker-dealer that provides a range of financial services through its two main divisions: Investment Banking and Wealth Management. The Investment Banking arm focuses on advising emerging growth and middle-market companies on mergers and acquisitions (M&A), private placements of debt and equity, and other corporate finance matters. The Wealth Management division offers personalized investment management, financial planning, and retirement planning services to high-net-worth individuals and families, aiming to help them achieve their long-term financial goals.

Founded in

United States