White Oaks is a nationally recognized leader in the wealth management community. We are an independent, fee-only wealth management firm committed to holistic, objective planning, and serve high net worth clients and accredited investors. As a boutique firm, you will work directly with key decision makers, including individuals with CPA, CFA® and Certified Financial Planner™ designations. By operating independently, there is no one “in the back room” or edicts from above that may impact the objectivity of advice you are given.

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