Strategic Partners

White Oak Wealth Partners leverages the expertise of a deep network
of financial planning professionals. 

Heath Walters, CPA

Co-Founder and President of The Walters Way, LLC

Matt Leonard, CPA

Co-Founder of Leonard & Associates, CPA LLC

John Hutchinson

CEO at Balanced Plan Financial

Justin Pfeiffer

President of Max Cap Financial, LLC

James S. Farmer

CLU, ChFC Managing Partner, Financial Strategies Group, LLP

Note: The above persons/entities listed are not affiliated with White Oak Wealth Partners or LPL Financial.