Financial Advisors and Planners in Medford, Oregon
SkyOak Capital’s Medford office serves clients throughout Southern Oregon and the Rogue Valley, including Medford, Ashland, Central Point, Grants Pass and surrounding communities. We provide investment management, financial planning and specialized advisory services to individuals, families and business owners, as well as clients nationwide and internationally.
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Medford Office
SkyOak Capital
920 Town Centre Dr
Medford, OR 97504
Financial Advisor in Medford: Damien Rennie
Client Support: Beth Boyd
Phone: (541) 779-4446
Hours: Monday–Friday, 8:00 a.m.–4:00 p.m.
Parking: Private Parking lot at location
Visiting Our Medford Office
Our Medford office is available for in-person client meetings by appointment. We also meet with clients by phone and video conference throughout Southern Oregon, nationwide and internationally.
FAQs
Questions About Our Medford Office
Where is SkyOak Capital’s Medford office?
SkyOak Capital’s Medford office is located at 920 Town Centre Dr, Medford, OR 97504. The office can be reached at (541) 779-4446.
Who is based in SkyOak Capital’s Medford office?
Damien Rennie, Senior Wealth Advisor & Director of Employer Retirement Plans and Self-Directed IRA Services, is based in our Medford office. Damien works with individuals, families, business owners and employers throughout Southern Oregon and beyond.
Does SkyOak Capital serve clients in Ashland, Grants Pass and other areas of
Southern Oregon?
Yes. Our Medford office serves clients throughout Southern Oregon and the Rogue Valley, including Medford, Ashland, Central Point, Grants Pass and surrounding communities. SkyOak also works with clients nationwide and internationally.
Is SkyOak Capital a fiduciary financial advisor in Medford?
SkyOak Capital is an independent registered investment advisory firm with an office in Medford. When providing investment advisory services, we serve as a fiduciary and are required to act in our clients’ best interests.
How much does it cost to work with SkyOak Capital?
Fees vary depending on the services provided and the nature of the client relationship. Investment management fees are generally based on assets under management, while other services may have separate fee arrangements. Our fees are explained before an advisory relationship begins.
Does SkyOak Capital’s Medford office work with employer retirement plans?
Yes. SkyOak advises businesses on 401(k) and other employer retirement plans, including plan design, investment selection and monitoring, fiduciary investment services and employee education. Damien Rennie leads SkyOak’s Employer Retirement Plans practice from our Medford office.
Does SkyOak Capital provide Self-Directed IRA services in Medford?
Yes. SkyOak provides Self-Directed IRA services for clients investing in real estate, private loans, private companies, private funds and other alternative investments.
We help clients navigate the specialized requirements involved in establishing and maintaining a Self-Directed IRA, including account setup, transaction documentation and coordination with the specialty custodian. Depending on the client relationship, an investment may be selected by the account holder or recommended by SkyOak as part of the client’s broader investment strategy.
Damien Rennie leads SkyOak’s Self-Directed IRA Services from our Medford office.
How do I schedule a meeting with SkyOak Capital in Medford?
Call our Medford office at (541) 779-4446 or request a conversation through our website. The initial 30-minute conversation is complimentary and there is no obligation to become a client.
Talk to a Medford advisor
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