A complete list of active advisors currently associated with White Oak Wealth Partners
Warmer can help you find a great advisor at White Oak Wealth Partners or one who fits your needs even better.
White Oak Wealth Partners serves individuals, high net worth clients, trusts, estates, charities, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm reports approximately $110 million in discretionary assets under management and also provides advice on held-away assets such as variable life insurance and annuity contracts. White Oak generally allocates client assets among mutual funds, ETFs, and selected independent managers, and may recommend alternative investments for eligible clients. The firm emphasizes downside risk management, stress-tests portfolios using historical and projected asset-class returns, and engages an external research/asset-allocation provider to support investment decisions. Among peers, White Oak is notable for having certain associated persons who are licensed insurance agents and who may receive commissions or compensation from product sponsors (including some retirement and 529 plan products), a disclosed conflict the firm addresses in its brochure. It also reports a material amount of assets under advisement and uses third-party independent managers—sometimes receiving a portion of those managers’ fees—while pursuing SEC registration after exceeding the state-registration threshold.
To learn more about the advisors currently working at White Oak Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 14
|
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