Ty Kopke

MBA Financial Planning

Silver Oak Leaf Financial Services L.L.C.

Financial Planner

Ty Kopke

MBA Financial Planning

Silver Oak Leaf Financial Services L.L.C.

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ty Kopke, MBA Financial Planning


Fee-Only financial planner located in Bluffton, SC, serving clients locally and across the country

Meet Ty Kopke

Ty Kopke is a Bluffton, SC fee-only financial planner. Silver Oak Leaf Financial Services L.L.C. provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Ty Kopke is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

While I was on active duty I completed my MBA in Financial Planning and met the education requirements to advance towards the Certified Financial Planner (CFP) designation. As I transitioned from the Marine Corps I interviewed with and was offered “financial advisor” positions with three of the largest broker dealers in the United States. However, I ultimately declined all the offers (despite lucrative pay) because none of them cared that I had an MBA in Financial Planning or the knowledge and skills gained through that education. They wanted to teach me how to “sell” products to clients and were concerned only with the dollar value of my personal network of friends and family. I chose to take a different path.

I founded Silver Oak Leaf Financial Services to provide comprehensive financial planning and wealth management. We service anyone looking to improve their financial health, but specialize in small business owners and military personnel. Both groups are the bedrock of the American economy. One is building and pursuing their idea of the American Dream while the other group has pledged their life to protecting and defending it.

As a retired Lieutenant Colonel and Registered Investment Advisor, I am privileged to be a member of both groups. It is our belief that every American should have access to financial education and financial planning. After all, the American Dream is only a dream unless you can afford it. Let’s achieve it together.

Ty Kopke is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Ty Kopke

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Office Locations:

  • 48 Whiteoaks Cir
    Bluffton, SC 29910

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