We do what we love – We do what is right – The client will always come first.
SkyOak is about helping 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. Further, our certified financial planner ( CFP ®) and financial advisors help provide consultative investment and wealth management services for high net worth individuals and their families in addition to a 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’ of experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run 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. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice.
Our primary focus is about 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, Seattle. In addition, we have an office in Klamath Falls.
We listen, we consult, we care.
It is an honor to be recognized as one of the top 3 best Small Companies to work for in the State of Oregon! This would not have been possible without the remarkable employees here at the SkyOak. Often, we find ourselves laughing, smiling, and enjoying life in the office while still accomplishing our duties at a professional level. The team at SkyOak Financial is proud to be a part of and represent the Southern Oregon Companies on this list in 2018!