Creating Financial Plans and Sophisticated Tax Strategies for Business Owners, Executives, and Affluent Families.

Entrusting our finances to White Oak Wealth Partners six years ago was one of the best decisions that we've ever made. Mike, Amy, Tiffany, and Travis are exceptional at what they do. They have taken the stress out of not just managing our finances in the here and now, but also working toward a secure future, and making sure we are structured to enjoy the life we are blessed to be living today. When you become their client, you become like family. You are not just another number in a laundry list of clients. Never have we felt rushed or like they are pressuring us into a plan that we are not comfortable with. From the get go, everything has been tailored specifically to our needs and comfort level. Not only do they explain everything in layman's terms, but they are always working hard to customize our financial plan in a unique way to fit our particular goals and tax situation. They keep us current with the ever changing financial climate. Aside from their expertise in what they do, they are always very timely and professional with their correspondence. Whether it is in-person, by email, text, phone, video call, etc. , they are very prompt and respectful. With three college aged kids who are not cheap to support, WOW has helped us carry out our plan for supporting them and helping them to take off with their own futures, while helping us work toward a healthy future of our own. It doesn't matter where you are in the country or world, WOW's got you and will help you work toward making it happen. Also, we feel it is important to point out that WOW goes above and beyond with personal touches throughout the year in celebrating life's special times with us. They truly care like family. WOW is a class act. One thing is for sure, we wouldn't trust our family's financial future to any other team. Our only regret is that we did not become clients sooner!

Christen & Damon F

Mike, Amy, Tiffany and Travis have been invaluable to our family for many years. I'm not only referring to their skills regarding financial planning, or their over-the-top customer service but so many other things that can't be measured in dollars and cents. Their friendship, caring, genuine concern, the joy they share, those little things they do…..that's what sets them apart. They travel the journey with you - good and bad. Couldn't give a higher recommendation than what we'd give White Oak Wealth Partners."

Nerthling Family

"My husband and I were at a crossroads regarding financial advisors. Ours had recently changed jobs, and we made a decision to interview four advisors before transferring any funds. Mike Nedreski and Travis Bert met with us in March 2023. We walked out of that initial meeting knowing they were our choice. Over the next few months, they assisted us with every aspect of our financial planning. We've now been with White Oak Wealth for over a year. Mike, Travis, and Tiffany are very attentive to any requests. We meet often for financial reviews. We've been educated in so many different options when doing estate planning. I have complete confidence in my advisors.

Additionally, I'm impressed with the many charitable events they sponsor or engage in throughout our community. They do good deeds! Without hesitation, we recommend White Oak Wealth to family and friends."

Susan C