White Oaks Wealth Advisors is a highly experienced and client-focused financial planning firm, founded in 1986, with over 100 years of collective industry experience. They offer a team approach, allowing clients to work directly with experts in various fields, and pride themselves on being fee-only fiduciaries, providing pure and unbiased financial advice.
With a commitment to simplifying the complexities of wealth, White Oaks Wealth Advisors offers a range of services, including investment management, wealth management, family office services, and trust services. They differentiate themselves by modeling their investment strategy on the philosophy of ultra-wealthy families, providing broader access to investments, and maintaining their independence in choosing from any investment in the universe.
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