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About Us




Our Welcoming Procedures

Meeting new clients and bringing them into our practice is where we get to show our finest service. Our onboarding practices begin with a conversation and center around our clients' best interests. We're happy to answer any questions you have about what it's like to work with KO-Advisors as well as provide you with our regulatory disclosures (Form CRS, ADV, Reg BI).


We listen and work with you to bring together all the information needed to learn more about your needs, goals and expecations.


With your input and information, we will create a comprehensive plan to address your personal needs. Before asking you to trust us with your business, we will have a transparent conversation about costs associated with implementing your plans.


We will guide you through the necessary procedures to get started on your plan. You have access to KO-Advisors in person, on the phone, web conference, and through our technology portals.

ProActive Review

The KO-Advisors Proactive Review process is a comprehensive review of each clients' unique goals and plans. Our review process follows fiduciary standards and utilizes the expertise of KO-Advisors and your outside team of CPAs and attorneys when applicable.

Proactive Review Objectives:

Process: We follow a systematic process incorporating fiduciary standards for service, portfolio management, and goals-based advice.

ProActive: Our ProActive Review Process ensures periodic oversight and monitoring. At a minimum, our team will provide ongoing, quarterly updates to you.

Team: KO-Advisors is happy to collaborate with your other personal and business advisors to ensure the implementation of your plans.



Feel Free to Contact Us
with Any Questions

  Our Location
6140 W Creek Rd, Suite 200
Independence, OH 44131

  Call Us
(440) 888-6884

  Email Us
Send us a message


Check the background of this firm on FINRA’s BrokerCheck


Securities offered through Silver Oak Securities, Inc., member FINRA / SIPC. Advisory services offered through United Advisors Group.  Silver Oak Securities, United Advisor Group and Ko-Advisors are not affiliated.

Silver Oak Form CRS

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