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100+ years of combined experience,
working to support your vision for the future
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WHO We Serve
Do You Relate to One of These
Types of Investors?
You deserve highly customized wealth management strategies rooted in experience,
collaboration, and continuity. Following a goals-based approach to financial planning, we
uncover your vision for the future before defining a clear, measurable path forward.
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Our Core Values
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Give us a call to learn more
about our services today.
Executives, Entrepreneurs,
& Professionals
Pre-Retirees & Recent Retirees
Businesses & Institutions
Life after Loss
or Divorce
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With over 100 years of combined experience, our team shares a unified commitment to helping you live fully, invest wisely, and plan with confidence.
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With over 100 years of combined experience, our team shares a unified commitment to helping you live fully, invest wisely, and plan with confidence.
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With over 100 years of combined experience, our team shares a unified commitment to helping you live fully, invest wisely, and plan with confidence.
Orion is one of the leading advisory business platforms in the industry and supports a comprehensive suite of technology integrations and all of the predominant custodial firms. Orion has over $650 billion dollars of assets on its platform, serving over 2.5 million investor accounts.
Orion is one of the leading advisory business platforms in the industry and supports a comprehensive suite of technology integrations and all of the predominant custodial firms. Orion has over $650 billion dollars of assets on its platform, serving over 2.5 million investor accounts.
Orion is one of the leading advisory business platforms in the industry and supports a comprehensive suite of technology integrations and all of the predominant custodial firms. Orion has over $650 billion dollars of assets on its platform, serving over 2.5 million investor accounts.
Experience the
Benefits of Working
With SkyOak
Personalized Guidance
Personalized Guidance
Spend less time wondering what to do next and more time doing what you love, knowing we’re here handling the rest.
Legacy and Longevity
Legacy and Longevity
Our firm is built to support your (and your family’s) financial journey now and for decades to come.
Intentional Partnerships
Intentional Partnerships
In pursuit of being true partners for our clients, we intentionally serve a select group of families and individuals who may best benefit from our guidance.
As Your Personal CFO,
This is How We Help
You’ve built a successful career through years of focus and determination. Now more than ever, you’re ready to protect what you’ve built, make your money work smarter, and ensure that your wealth supports the life and legacy you envision.
Reimagine Your Retirement Roadmap
Retirement planning looks a little different when your wealth stems beyond W-2 income. With a deep understanding of your resources, tax concerns, and ideal timeline, we develop a custom retirement strategy to help move you forward in the right direction.
Coordination, at Every Level
The more success you experience, the more complex your wealth picture becomes. As you maintain the momentum you’ve worked hard to build, we’ll take the lead on coordinating all aspects of your wealth, including engaging with your other trusted professionals.
Offload Responsibilities, Without Losing Control
You’ve earned the ability to step back from the day-to-day. We’ll take care of the details, from monitoring investments to updating plans and adapting to evolving needs.
Frequently Asked Questions
What services does SkyOak Wealth provide?
We provide comprehensive financial planning and wealth management services designed to help you make confident decisions about your wealth. Depending on your unique situation, needs, and long-term objectives, our work often includes retirement planning, investment management, and goal-based financial planning.
Who do you typically work with?
We partner with a wide range of clients, including entrepreneurs and working professionals, individuals nearing or entering retirement, and families navigating major life transitions such as an inheritance, business sale, or loss of a loved one. We also advise select institutions and organizations seeking disciplined investment oversight and strategic guidance.
What makes SkyOak Wealth different from other advisory firms?
As fiduciaries, we provide truly independent, personalized advice with your best interest at heart. We have the distinct advantage of combining institutional-level investment management with personalized financial planning, giving our clients the best of both worlds. As a multi-generational firm, we live by a deep commitment to transparency, communication, and continued partnership for decades to come.
How is SkyOak Wealth compensated?
We operate as a fee-only Registered Investment Advisor (RIA). We’re compensated directly by our clients, and we do not receive commissions or product sales. This structure mitigates potential conflicts of interest and enables us to align our success with yours, meaning our sole focus is on helping you reach your goals.
How do you develop a financial plan or investment strategy for clients?
Every relationship begins with a conversation. We take the time to understand your goals, priorities, and financial picture. From there, we design a customized plan and investment strategy that aligns with your objectives and risk tolerance, and we monitor and adjust it as your life and markets evolve.
How can I get started with SkyOak Wealth?
Schedule an introductory meeting with our team. You’ll tell us more about your goals, ask questions, and see if we’re the right fit. There’s no cost or obligation, our discovery call is simply an opportunity to explore how we can help.
Ready to Find Out If We’re
the Right Fit for You?
Connect with our team today.
Get In Touch
SkyOak
One Northwestern Plaza
28411 Northwestern Highway,
Suite 760,
Southfield, MI 48034
