A complete list of active advisors currently associated with White Oaks Wealth Advisors, Inc.

Warmer can help you find a great advisor at White Oaks Wealth Advisors, Inc. or one who fits your needs even better.

White Oaks Wealth Advisors provides wealth management, discretionary investment management, family office services and financial planning to a mix of individual clients, high‑net‑worth and family office clients, and accredited investors. The firm also sponsors proprietary private funds and offers project‑based financial planning and retainer family office engagements. White Oaks implements client portfolios through a proprietary model that distinguishes between Core Funds and Private Funds, using diversification and risk‑adjusted asset allocation across separately managed accounts, mutual funds, ETFs and individual securities. Investment decisions draw on independent third‑party research and a proprietary manager screening process, with ongoing monthly performance reviews; certain private fund vehicles include incentive fee arrangements. Noteworthy for a firm of its size, White Oaks has an affiliated investment adviser that acts as adviser to its private fund LLCs and maintains a minority ownership interest in a federally chartered trust company to which it refers trust work — affiliations that are uncommon among peer team firms. The firm also routinely provides comprehensive family office functions (bill paying, payroll, intra‑family communications and philanthropic program management), uses retainer and project fee structures for these services, and may hold custody or standing authorizations for some client accounts.

To learn more about the advisors currently working at White Oaks Wealth Advisors, Inc., 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.