White Oak Wealth is an independent Financial Planning and Wealth Management firm that focuses on getting to know our clients as our number one priority. These clients will have an opportunity to succeed in their financial lives through excellent communication, interactive participation and use of technology for transparency and tracking of finances and goals. All of these services is what sets White Oak Wealth apart from the larger firms that focus on numbers and not on their clients. Client focus is the main objective of this firm it will always remain a small firm, open to a limited number of clients.