Fee-Only Financial Planning

Serving Clients from Sarasota to Venice, and beyond

Wealthy families and individuals realize that financial planning and strategic investing is required in order to preserve and growth wealth over time.

White Oaks has a team of certified financial planners that offer fee-only financial planning services to clients throughout Florida, including Sarasota, Lakewood Ranch and Venice from our offices in Longboat Key. Our fee-only model ensures that your financial plan is created objectively, and your financial success is our priority.

We don’t receive third-party compensation from other banks and investment institutions, and we don’t accept any fees or compensation based on product sales.

A Few Things You Should Know:

  • We are a member of The National Association of Personal Financial Advisors (NAPFA), a leading professional association of fee-only financial advisors.
  • Our certified financial planners are experienced in complex financial plans, including  stock-based compensation plans, retirement planning and estate planning.

Are you ready to see what truly remarkable financial planning can do for your investments and wealth management? Contact us or schedule an initial “Right Fit” meeting using the button below to get started.

Financial planning services provided by White Oaks Wealth Advisors, Inc.

Crash Test Your Portfolio

Is Your Investment Portfolio Ready for the Next Downturn?

Volatility in our existing client's portfolios has been very important to evaluate.
Schedule your free crash test portfolio review now to ensure your portfolio can handle unexpected spikes in the market.