Fee-Only Financial Planning

Serving Clients Globally from Minnesota and Florida

Wealthy families and individuals realize that financial planning and strategic investing is required in order to preserve and grow their wealth over time.

White Oaks has a team of certified financial planners that offer fee-only financial planning services to clients globally our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. Our fee-only financial planning model ensures that your financial plan is created objectively, and your financial success is our priority.

A worthy destination needs a solid plan to allocate resources in the best way possible. A solid financial plan prepared by a fee-only, CERTIFIED FINANCIAL PLANNER™ will focus on your hopes, dreams and aspirations with regards to long-term financial independence, including tax planning, setting aside resources for educational costs, philanthropy, and wealth preservation techniques to benefit those your care about.

We don’t receive third-party compensation from other banks and investment institutions, and we don’t accept any fees or compensation based on product sales.

A Few Things You Should Know:

  • We are a member of The National Association of Personal Financial Advisors (NAPFA), a leading professional association of fee-only financial advisors.
  • Our CERTIFIED FINANCIAL PLANNER™ professionals are experienced in complex financial plans, including stock-based compensation plans, retirement planning and estate planning.

Get Started

Are you ready to see what truly remarkable financial planning can do for your investments and wealth management? Contact us or schedule a discovery meeting using the button below to get started.

Financial planning services provided by White Oaks Wealth Advisors, Inc.

Education Planning
Investing Management
Risk Management
Estate Planning
Benefits of Having a Fee-Only Financial Advisor