White Oaks is a nationally recognized leader in the wealth management community. We are an independent, fee-only wealth management firm committed to holistic, objective planning, and serve high net worth clients and accredited investors. As a boutique firm, you will work directly with key decision makers, including individuals with CPA, CFA® and CERTIFIED FINANCIAL PLANNER™ designations. By operating independently, there is no one “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’ financial success in innovative ways for many years despite 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 about our firm and how we can serve you.
Serving Clients Globally & Nationally
White Oaks serves clients globally and nationally. Today the firm provides to clients in 60+ U.S. cities.