SkyOak Email Format

Financial ServicesNevada, United States2-10 Employees

SkyOak is a financial services firm comprised of independent fiduciary advisors. Based in Las Vegas, Nevada, the team operates as a registered fiduciary advisory practice and serves clients across the Las Vegas area, the San Francisco Bay Area, Scottsdale, and the Pacific Northwest.

All team members hold professional designations, including CFPs and MBAs, underscoring a focus on fiduciary duty and personalized financial planning. The firm emphasizes independence in selecting strategies, aiming to align recommendations with each client's objectives rather than a single product lineup. In its market, SkyOak positions itself as a regionally focused advisory resource for individuals seeking comprehensive financial planning and ongoing oversight of their portfolios.

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