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About
About Us
Core Values
Explore and Engage
Our Ironclad Rules on Client Advocacy
Market Commentary
Services
Wealth Management
Goals-Based Financial Guidance
Asset Protection
Retirement Plans
Family Office Services
Investment Process
SkyOak Investment Philosophy
Core-Satellite Investing
SkyOak Satellite Models
Our Team
Craig Simmons
Jeremy Brandt
Michael Ashker
Ken Brandt
D. Bradley Gill III, CFP
®
Lynn Potrykus
Amy Kirby
Ann Zemann
Alexis Middle
Leadership & Professional Staff
Retirement Services
Philosophy and Process
Plan Design Consultation
Service Provider Selection & Monitoring
Plan Sponsor & Plan Participant
Services Offered
Fees/Pricing
Technology and Compliance
Security First Policy
Our Platform Partners
Our Custodial Partners
Contact
About
About Us
Core Values
Explore and Engage
Our Ironclad Rules
on Client Advocacy
Market Commentary
Services
Wealth Management
Goals-Based Financial Guidance
Asset Protection
Asset Management
Retirement Plans
Investment Process
SkyOak Investment Philosophy
Core-Satellite Investing
SkyOak Satellite Models
Our Team
Craig Simmons
Jeremy Brandt
Michael Ashker
Ken Brandt
Brad Gill III, CFP®
Lynn Potrykus
Amy Kirby
Ann Zemann
Leadership & Professional Staff
Retirement Services
Philosophy and Process
Plan Design Consultation
Service Provider Selection
and Monitoring
Plan Sponsor & Plan
Participant Services Offered
Fees/Pricing
Technology
Security First Policy
Our Platform Partners
Our Custodial Partners
Contact
Our Core Values
We operate SkyOak Wealth guided by our five core principles
Always act in the best interest of our clients
Hold ourselves to the highest level of the fiduciary standard
Provide unbiased and trustworthy advice
Remain curious and committed to evolving as a firm
Embrace innovation to the betterment of our clients
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