Trusted Partners

Emerging Educational Consulting

College Planning

Laura Barr

Emerging Consulting is honored to be a trusted partner of Maia Wealth. We know firsthand that college selection is stressful due to the financial and emotional impact on family systems. We have designed a process that is simple, deliberate, and joyful and empowers students to hone in on where they want to go, what they want to do, and who they want to be. Tell us your story and let us guide your student from the beginning to the end of the college application process.

Early Bird Bookkeeping


Maria Naylor

Numbers Matter LLC

Steve Libhart

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 Professional bookkeeping and accounting services for the Legal Industry including trust transaction compliance, financial reporting, CPA/Tax preparer coordination, and assistance with maintaining the integrity of the attorney’s firm while ensuring systems are in place for the law firm to have financial stability. Co-host of the Accountants Lawpod podcast.  You can find it on YouTube, Spotify and at our website accountantslawpod.com


Estate Planning

Rudy W.
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MyAdvocate is proud to partner with the Silver Oak Wealth Planning Team to deliver their clients the highest quality online estate planning experience. With the confidence and support of your advisor or on your own, MyAdvocate will guide you through an estate planning discovery process. Once complete, MyAdvocate will generate and deliver your ready-to-sign, attorney-quality estate planning documents, and visual diagrams that make understanding your plan easy.