Our Services

Serving Clients Globally from Minnesota and Florida

White Oaks’ mission is to simplify the complexities of wealth. When you choose to work with us, we put you the right path to achieving your financial goals and allow you more time for your family and personal life.

Our services are tailored to your unique needs. Acting independently, we provide straightforward, objective guidance as fiduciaries, using our fee-only model. This ensures that our services are aligned to your goals, and your financial wellbeing is our sole objective.

Our Services

Plus, we offer our clients access to the White Oaks Private Vault for secure document storage.

Learn more about our services, and contact us to schedule a discovery meeting.

Clients We Serve

Education Planning
Investing Management
Risk Management
Estate Planning
Self Assessment