SkyOak Wealth 28411 Northwestern Highway, Southfield, MI 48034

SkyOak Wealth is a finance institution located at 28411 Northwestern Highway in Southfield, Michigan, United States. At SkyOak, we believe in a personalized approach to investing, with our clients always coming first. As an SEC Registered Investment Advisory firm, we are dedicated to helping individuals, families, foundations, and institutions achieve their financial goals through goals-based financial life planning, risk management, and a combination of active and passive management strategies.

Our team of certified financial planners and advisors offer consultative investment and wealth management services, including retirement planning, institutional investment oversight, asset management, and investment guidance. With over $450 million in assets under management and clients in 28 states, we are committed to providing unbiased, conflict-free investment advice as fiduciaries.

SkyOak Wealth was founded by executives and investment professionals with a mission to build the best investment advisory firm in the industry. Our team has over 100 years of combined experience in the investment industry and executive leadership. We work tirelessly to protect our clients' assets, manage risk, and create personalized financial plans to help them achieve their goals.

By blending the best of active and passive investment strategies, we help our clients put their financial house in order through goals-based planning. Whether you're planning for retirement or pursuing your life's passions, SkyOak Wealth is here to listen, consult, care, and perform. Let us help you reach your best possible future through strategic financial planning.