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

"We are so fortunate to have White Oak Wealth Partners as our financial advisors. Their personal and professional approach to wealth management is exactly what we were looking for. They have made it possible for us to pursue our financial goals. We highly recommend contacting them for a consultation."

Leslee & Pat B

"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

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