WHITE OAK FINANCIAL MANAGEMENT, INC

Overview

White Oak Financial Management, Inc. is an independent, owner-operated registered investment adviser that serves individuals and families with a mix of planning and portfolio management services. The firm combines traditional wealth-advisory work — financial planning and discretionary portfolio management for individuals and small businesses — with insurance brokerage and client education through seminars and workshops. Its fee model is flexible, using percentage-of-AUM fees alongside hourly, fixed-fee engagements and commission arrangements depending on client needs. Investment activity is centered on public equities as the primary allocation preference, supported by third-party alternative managers for targeted exposure in real assets and energy. The firm is not a capital allocator running proprietary funds; instead it outsources alternatives to external managers. White Oak does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices