SilverOak Investments exists for one reason – to grow and protect the wealth of our clients. Whether you consider yourself a novice or experienced investor; we take a customized approach for your needs by creating an investment plan that you are comfortable with. You get to set the pace.

We believe in educating our clients in a conversational way. That means we keep you informed, include you through the investment selection process, and share with you the same information and data we use to help make these valuable decisions; all in common language.

Ryan J. Yuhnke is the founder of SilverOak Investments. Having worked in the financial services industry for over a decade, Ryan started his career with Merrill Lynch in Newport Beach. He became a registered associate in 2006 and became a Certified Retirement Planning Counselor a few years later. Ryan joined Smith Barney in 2008 to pursue his goal of working in portfolio management on a discretionary basis. Morgan Stanley acquired Smith Barney shortly thereafter. Prior to starting SilverOak Investments, Ryan was a First Vice President and Portfolio Management Director with Morgan Stanley in Newport Beach. Now at SilverOak Investments, his focus is to help clients and trusted professional partners achieve their financial goals through a “process-driven” investment approach.