Preserving and Growing Wealth through SMART Investing

White Oaks is a fee-only investment management firm that serves high net worth clients and accredited investors. We are a boutique firm where you work directly with investment managers and certified financial planners.

Since 1986 we’ve successfully navigated growth, change and turnover within the financial industry. As a forward-thinking firm, we plan to power our clients financial success in innovative ways for many years to come.

Whether you are unhappy with your current investment performance, need help planning your finances for the future, or just want an objective opinion, we can help you.

Let’s have a conversation to see if we work well together. 

Contact Us to Schedule a Right-Fit Meeting.

We believe in transparency and access to your investment accounts.

When you become a White Oaks client we will set you up with leading edge account technology. You’ll be able to keep track of your accounts, investments and performance securely from anywhere in the wold, across all devices.

Client Wealth and Investment Management Technology

Awards and Accolades

White Oaks has earned praise from leading publications and associations for its client services.

While we appreciate the honors we have received, thank you notes from our clients mean the most to us.

Award Disclosures

CNBC Top 100 Wealth Management Firms
Medical Economics Top 150 Best Financial Advisors for Doctors
NABCAP Premier Advisor

The Other Path

Bob Klosterman, founder and advisor of White Oaks Investment Management, has written his second book titled, The Other Path: Illuminating the Path to Reduced Volatility and Equity-Type Returns, which will teach you about alternative investments and their place in an investment portfolio.

See More About the Other Path

Four Horsemen of the Investor's Apocalypse

Free Book Preview

Bob Klosterman’s first book, titled The Four Horsemen of the Investor’s Apocalypse, which will teach you about the four evil forces in the market today and help you combat them to build a successful investment portfolio.

Download a Free Preview

Crash Test Your Portfolio

Is Your Portfolio Ready for the Next Downturn?

Volatility in our existing client’s portfolios has been very important to evaluate.
The first thing we do with our clients is ensure their portfolios are prepared to handle unexpected spikes in the market.