What Our Clients Are Saying About Us

Part of my responsibilities as controller for a large food distributor was vetting companies for all of the benefit providers for our associates. I was looking for a company to provide financial advice and education with cutting edge technology that allowed the individual associates to be able to make changes on the fly. The company selected had to be flexible enough to conduct group meetings as well as one on one meetings. They also needed to stay up with current 401 k rule changes and Labor Law.

I vetted four different firms, White Oak presented as the clear winner.  We have found them to be an outstanding business partner. They always respond quickly with solutions or support. They keep us current on all requirements and make best practice suggestions.

Kem H

White Oak has helped me to feel confident with my future and investments. In a time when it is easy to think I could simply use "google answers" and figure out what I should be putting my money into, White Oak takes all the guess work out, and makes me confident in all that they do. Their staff is beyond helpful and friendly. I live out of state, yet they feel like they're right down the street.

Carianne W

Dear Mike, Travis, and Tiffany, I wanted to take a moment to express my sincere gratitude for all the guidance and support you have provided me over the years. Yesterday, I had a fantastic experience while discussing my financial future with Mike and Travis. They demonstrated a solid understanding of my financial goals. Particularly, the need to have a 'Piggy Bank' set aside for special events and unexpected expenses. I appreciate how you took the time to thoroughly understand my financial goals and preferences. I would highly recommend your services to anyone looking for personalized financial advice and management!  Sincerely, Diane L

Mike, Amy, Tiffany, and Travis,

JoAnn and I have always been completely satisfied with your expertise and passion to address any issues or questions. We are 100% confident with all your decisions. We thank you for all your help and look forward to the future.

Thank you,

Hal L

"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

As a client of White Oak Wealth Partners, my spouse and I have been consistently impressed by the firm's deep expertise and highly personalized approach to managing our finances. From our very first meeting, they took the time to thoroughly understand our unique goals, priorities and concerns. They asked insightful questions to gain a complete picture of our current financial situation, future aspirations, and overall outlook.

Based on this comprehensive understanding of our needs, the White Oak team has crafted a tailored financial plan that elegantly balances growth, stability and risk mitigation. We appreciate how they explain complex topics in easy-to-understand terms and patiently walk us through the rationale behind their recommendations. Their suggestions always feel thoughtful and aligned with our values.

Most importantly, we have complete trust in Mike, Travis & Tiffany at White Oak Wealth Partners. We know they have our best interests at heart and are guiding us towards the life we want to build. Their responsiveness, proactive communication and commitment to our success gives us great confidence in our financial future. We wholeheartedly recommend White Oak Wealth Partners to anyone seeking a truly personalized and exceptional wealth management experience.

Kim H

Mike, Amy, Travis, and Tiffany are amazing people. They have been so professional and understanding of what my wife and I are working towards. They are so knowledgeable whether it is short-term or long-term goals you may be after they are definitely the way to go. They also will make you feel like part of the family as well. We are so blessed and grateful to be connected with White Oak Wealth Partners both personally and professionally!!

Matt M

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

Great Customer service!  They are quick to answer questions and to help in any way they can.  We are happy to be with White Oak Wealth Partners!

Kris & Clancy W 

You have all been so kind to me since the very beginning... I'm so blessed to have found all of you & I pray you stay a team because...you're perfect!  Fondly, Deb

"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

"Thanks for meeting with us today (7/17/2024).  You always make us feel so welcome.  I appreciate how you handled the delicate situation with Mark and I'm sure you could see why I'm concerned about the near future.  I keep praying decisions are made for me and I don't have to make them.  But this is life!  So thank you.  He's still talking about that mustang.  I'm thinking I may need to stop at the dealership and tell them if he comes in that he's not in any financial situation to purchase it or he might try to do it.  Ha!  Have a wonderful week-end (and wedding Mike.  I'd love another wedding in our family!  They can be so much fun.)"

Ruth

Each team member at White Oak Wealth Partners is professional, competent,  and friendly. They take time to understand our lifestyle, financial needs, and investment objectives. For our situation, they suggested offerings for loans,  investments, life insurance, and long-term care in a way we can more simply understand. They're breadth and depth of expertise allow us to make more informed decisions, reinforcing a trusting relationship that strengthens with each interaction. Mike and the team are always accessible in person and by phone/text. Face-to-face meetings are timely and quite valuable to address current and future strategies. White Oak Partners provided us with many flexible options to address life events, while considering market trends and the rapidly changing conditions surrounding us.

Scott & Kathy O.

I am a truly grateful client of White Oak Wealth. I can't recommend Mike and Travis highly enough! They have a remarkable ability to make complex financial concepts easy to understand. As someone who isn't particularly well-versed in finance, I often felt overwhelmed when thinking about my investments and planning for the future. Mike and Travis take the time to patiently explain everything in clear, simple terms. No question ever feels too small or silly, and they ensure I fully understand my options before making any decisions. Their approach is not only professional but also incredibly supportive, and I feel much more confident about my financial future thanks to their guidance. If you are looking for knowledgeable, approachable financial advisors who sincerely care about your financial well-being, White Oak Wealth is the place to go!

Susan Z

My wife and I are thrilled with our decision to have white oak handle our retirement accounts. The staff care about the client and what's right for them. Putting the clients wellbeing first.

John & Joyce M