We do what we love – We do what is right – The client will always come first.

We help people manage their assets so they can make a difference and touch other people’s lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to retirement plan and institutional consulting.

SkyOak is a woman owned independent registered investment advisor or RIA.  Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP® ) with over 20 years’ experience within the wealth management industry. SkyOak is broken into several divisions. Each division is ran by a specialist who focuses solely on their area of expertise but all divisions as well as our 10 licensed financial advisors and numerous support staff work as a team to provide you with a customized financial plan and solutions to achieve your goals.

As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Your interest must come first.  Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice.

Our primarily focus is protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.

From our Palo Alto office we serve the South Bay, the Peninsula, San Francisco, the North Bay, Oakland, Walnut Creek and the East Bay. From our Sacramento office we serve Stockton and the Central Valley up to Redding and Red Bluff. Our Medford office serves Ashland, Grants Pass, Roseburg, Eugene, Salem, Portland and Seattle. We also have an office in Klamath Falls.