Business Owners




If you own a successful business, you know the meaning of hard work and what satisfaction truly feels like. Owning a business is among the most common paths to financial independence - though the road is not easy. The challenges to a a business owner are unique and there are many.



Have you ever thought...

- What happens to my business in the event of death, disability or retirement?

- What am I doing to retain, reward and motivate key employees?

- Will my children be involved in the business - if so what plans are in place for the transition?

- What impact will estate taxes have on my family and business?

- Do I have a good overall investment strategy?

- If I sell the business, how should the sale be structured?


What keeps YOU up at night?

We understand the unique challenges a business owner faces; people often allow the day-to-day demands of running a business to prevent them from answering these very important questions until it's too late. it is critical to plan for the unexpected. Using the appropriate retirement and estate planning tools and solutions, we can help you create options so that you, your family, and your business are prepared for an array of outcomes.






To learn more, enroll in our Business Killers workshop


Contact Us For Details


The Benefits of Working with Our Firm

Objective Guidance.

We have no proprietary investment products to sell, no investment banking relationships to promote, nor any other business conflicts to get in the way of providing you with objective recommendations that are in your best interest.

Innovative Strategies.

We have an extensive understanding of the myriad of opportunities available to you, as well as the complex challenges you face as a business owner, and are free to recommend only those strategies we believe align with your future goals and aspirations.

Exceptional Service

At White Oak Wealth Partners our goal is to exceed your expectations with our commitment and dedication to providing you with an excellent client experience, proactive communication and transparency throughout the process.