Become a SkyOak Wealth Advisor and Business Partner.

If most of these apply, please give us a call.
‍

If you’re interested in taking your practice to the next level

If you’re feeling stuck but have a desire to grow

If you’d be interested in being a true partner advisor and equity owner

If you are committed to integrating best-of-breed technologies in your practice

If you’re trying to perfect your workflows and processes

If you’re interested in working smarter as opposed to just working harder

If you’re at a point in your career where you're looking to ease into an optimal succession plan

Contact Michael Ashker via email at mashker@skyoakwealth.com, or via call or text (916) 213-7381

SkyOak Wealth Advisors Must:

Have a desire to act as fiduciaries for all clients and all account types

Be fee-based advisors only (as we take no transaction-based fees)

Hold themselves to the highest level of integrity in their personal and professional lives

Constantly strive to be better

Are interested and committed to the integration of goals-based financial planning

SkyOak Mission For Our Advisors

To build, support and continually evolve our advisory platform, so it more deeply connects and aligns advisors with their clients in the pursuit of their financial life goals.

Our Core Values
‍We operate SkyOak Wealth by assessing each and every action or decision through the lens of our core values: We embrace technological innovation to the betterment of our clients and advisors.

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

SkyOak Has a Highly Evolved Advisor Engagement Platform:

We are fully committed to the Orion Advisor Platform
We utilize Salesforce and Redtail as our fully integrated CRM's
We continually invest in training and developing our support staff for your benefit
We are pursuing end-to-end digitization of forms
We are committed to evolving our utilization of technology to make our advisors more efficient and more productive
If advisors desire, we will provide hands-on coaching and personal development.
Each advisor is viewed as a personal business within our family of businesses and we are uniquely qualified to help you develop and execute your personal business plan
We believe in brand building through social media and digital marketing
We are constantly improving our website and digital brand
We believe in forming win-win partnerships with our advisor partners
Qualified advisors can earn equity and profit sharing participation
Newer advisors can also earn their way to equity participation

Access to the Best Infrastructure Tools and Support Services for Growing Your Practice:

Recent New Office Buildout
Orion Platform
- Integrates with all top Advisor Apps
- Access to Eclipse, Orion’s new trading software
Money Guide Pro
Microsoft Office 365
Salesforce: Integrated with Orion
Practifi
Salesforce: Integrated with Practifi
401K Business Line Specialist
Personal Business Plan Development
Personal Marketing and Branding inside SkyOak Wealth Brand
- Website
- Social Media
- Mobile
Access to Ron Carson’s Peak Alliance Database
Professional Management Team
Compliance
Multiple Custodial Relationships
- TD Ameritrade
- Schwab
Succession Plan
Possibility of Equity Participation

For Advisors - Join Us

SkyOak Wealth Advisors Must: