White Oaks Investment Management is committed to providing you the best portfolio strategies that have the highest probability of success in mind. Our services are tailored to you and your family’s needs.
Being a fee-only firm allows us to remain objective and client-focused. We have no sales department and no one is on commission. There are no outside parties that we pay money to for referring business to us nor do we accept any compensation from third party sources.
Get a feel for how we operate by watching the video on this page, and contact us to schedule a free consultation.
CEO & Chief Investment Officer, CFP®, CFWA
“White Oaks Investment Management occupies an important niche in the marketplace. We are an independent advisory group that provides a customized suite of financial services, tailored precisely for the needs of our clients.”
Partner & President, CFP®
“Discipline, process and hard work form the foundation of our team philosophy. Together, we can accomplish so much, to improve the lives of our clients.”