White Oaks is a nationally recognized leader in the wealth management community. We are a fee-only wealth management firm committed to holistic, objective planning, serving high net worth clients and accredited investors. As a boutique firm, you work directly with key decision makers, including individuals with the CPA, CFA® and Certified Financial Planner™ designations. There are no people “in the back room” or edicts from above that may impact the objectivity of advice you are given.
Since 1986 we’ve successfully navigated growth, change, horrible markets and turnover within the financial industry. As a forward-thinking firm, we plan our clients’s financial success in innovative ways for many years in spite of confusing signals. White Oaks seeks and finds the ‘high probability” path.
We treasure our unique, client centered culture. This White Oaks Way has enabled us to serve a client base with high retention. Find out more by viewing the video to the right or clicking on “10 Reason White Oaks Rocks”.