SEASONED. KNOWLEDGEABLE. ACCESSIBLE.

Established in 2005, Silver Oak is designed and structured to act as the Chief Financial Officer (CFO) for you and your family. In this role, we seek to understand each client’s goals and underlying values pertaining to money, then create a systematic path toward achieving those goals. Further, we delve into and continue to monitor the key components required in maintaining your financial security. By providing holistic guidance to our client’s financial lives, we are more than just wealth managers. We become thinking partners and life coaches.

Our advisers have over 75 years combined experience in providing planning and advisory services, with a dedicated mission to treat each of our client’s assets as if they were our own. We take a personal involvement with each and every client to best understand their wants, needs, hopes and fears, and the purpose of money in their lives.

Joel Framson

JOEL FRAMSON

President, CFP®, CPA/PFS, CeFT® 

As a CPA specializing in financial planning, Joel Framson brings analytical and retirement planning skills for attorneys and business owners acquired… MORE>  

Eric D Bruck

ERIC BRUCK

Principal, CFP®, CeFT®

Eric was one of the early pioneers of the financial planning profession.  Passionate about understanding the personal side of money and… MORE>

 

Linda Cao

LINDA CAO

Principal, CEO, MBA, CFP®, CeFT®

Linda, Chief Executive Officer of Silver Oak Wealth Advisors, has been helping Silver Oak clients with comprehensive wealth management services since joining the firm in 2005. In her role… MORE> 

Arianne

ARIANNE NEUMARK

Wealth Manager, MBA, CFP®

Arianne joined Silver Oak in 2015.  In her current role as Wealth Manager she advises on all aspects of financial planning and wealth management implementation, including complex analysis of corporate compensation and benefits…MORE> 

Thomas Abraham

THOMAS ABRAHAM

Operations Specialist

Thomas joined Silver Oak Wealth Advisors in July 2015, as our Operations Specialist.  He is responsible for Operations, which includes Portfolio Reporting and Administration, Trading…  MORE>

 

Nubia

NUBIA SILVA

Administrative Assistant

Nubia joined Silver Oak in 2015 as the company’s Administrative Assistant/Notary Public. She is Silver Oak’s “go to” person, handling reception and phones, client services and calendar management for Silver Oak… MORE>