Advisors at this firm
Justin R
CFP®, ChFC®, Series 66
Columbia, MD
White Oak Wealth Management
Justin Roudiez is a CFP® and ChFC® with 16 years of industry experience. He is currently with White Oak Wealth Management, operating under Oakmont Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2008 to 2017. Oakmont Wealth Advisory, doing business as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm employs a range of investment vehicles and strategies, including borrowing and derivatives within separately managed accounts, and integrates financial planning with portfolio management.
William B
Series 65
Columbia, MD
White Oak Wealth Management
William Berger is a financial advisor at White Oak Wealth Management with 13 years of industry experience. He holds the Series 65 designation and previously worked at Oakmont Wealth Advisory, Great Lakes & Atlantic Wealth Management, and Biegel & Waller. Berger is the owner of White Oak Wealth Management, LLC, which has partial ownership of Oakmont Wealth Advisory, LLC. Oakmont Wealth Advisory, operating as White Oak Wealth Management, provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm uses a range of investment vehicles and strategies, including borrowing and derivatives, to construct customized portfolios guided by detailed financial profiling.
