​FINANCIAL PLANNING

SKY OAK

WEALTH MANAGEMENT

800-971-8070

37 N Riverside Ave, Suite 25

Medford, OR 97501

 

 

 

WEBSITE

Welcome to SkyOak



Financial Planners with offices in Medford and Klamath Falls Oregon as well as Palo Alto  - Serving All of Southern Oregon, Northern California and the Bay Area.



Our Independence allows us to deliver the best service and provide focused solutions for our client's needs.



Many brokerage firms serve the masses. As such, the size of the assets they manage make it difficult to access certain opportunities. In other words, an affluent client's needs may be subordinated to the needs of the firm and it's collective client base. Independence allows us the opportunity to serve the individual needs of the client.



As independent financial advisors in Medford, we are committed to delivering the standard of service only a boutique firm can offer. Our primary focus is providing:



Preservation of client wealth

Truly extensive wealth advisory services

Fully customized solutions that reflect your values, interests, and goals

Security of client assets

Transparency of fees and costs*



* Investment advisory services and financial planning offered through SkyOak Wealth Management as described in the firms disclsoure document or ADV Part II.



If you are in need a financial planner in Medford, Grants Pass, Ashland or anywhere else in Southern Oregon give us a call today.

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