A complete list of active advisors currently associated with White Oak Wealth Management

Warmer can help you find a great advisor at White Oak Wealth Management or one who fits your needs even better.

White Oak Wealth Management serves individuals — including high net worth clients — as well as trusts, estates and charitable organizations, offering discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm manages roughly $124.2 million in discretionary assets across about 62 client relationships and operates with two advisors. The adviser develops a Financial Profile and a tailored Investment Plan with each client and implements those plans on a discretionary basis using mutual funds, ETFs, common stock, closed‑end funds and fixed income securities. Investment selection uses a blend of fundamental, technical, quantitative, charting and cyclical analysis, with periodic reviews and updates to client plans. Compared with many peers in its category, the firm expressly contemplates the use of borrowing and leverage and the use of derivatives within separately managed accounts, including margin transactions, short sales and options trading/writing where appropriate. It also may allocate to alternative investment vehicles and aggregates trades across client accounts through its institutional custodian platform to access execution and research services.

To learn more about the advisors currently working at White Oak Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.