Water Oak Investments
Financial Service
Why pick this one
Water Oak Investments provides flat-fee fiduciary planning, direct owner-led advice, and specialized real-estate and energy-infrastructure investment guidance.
Best for
- Families seeking flat-fee financial planning and coaching
- Retirement income and readiness planning
- Investors interested in income-producing real estate or energy infrastructure
- Business owners needing 401(k), SEP IRA, Solo 401(k), or cash-balance-plan guidance
- Families planning charitable giving, education funding, or multigenerational wealth transfer
- Clients seeking owner-led advice from an advisor with experience dating to 1999
Look elsewhere if
- Clients specifically seeking commission-based product sales or transaction-driven advice
- Clients looking only for conventional portfolio management without interest in productive-asset ownership or alternative investments
Specialties
- retirement readiness scoring
- retirement income planning
- 401(k) rollovers
- 1031 tax-deferred real estate exchanges
- private real estate investments
- oil and gas limited partnerships
- energy infrastructure investing
- charitable giving planning
- family foundations
- business continuity planning
Certifications
- Cambridge Investment Research affiliation
- TAG Advisors affiliation
What makes them different
- Flat-fee planning is priced according to the level of guidance rather than transactions or products.
- Mark Metzger has led the practice since 1999 and clients work directly with the owner and lead advisor.
- The firm identifies direct ownership of income-producing assets, including real estate and energy infrastructure, as core investment areas.
- The firm states that it is a fee-only, independent fiduciary advisory team with no commissions or product sales contests.
- Asset-management fees range from 0.5% to 1.5% and decline as the client relationship grows.
- Years in business
- 27
Distilled from this business's own website.
Contact & Location
- Address
- 602 W Main St, Locust, NC 28097
- Phone
- +17042467652
- Website
- https://www.wateroakinvestments.com/
- mark@wateroakinvestments.com
Services
- fee-only financial planning
- financial coaching
- asset management
- investment advisory services
- individual retirement plans
- company retirement plans
- alternative investments
- insurance planning
- education funding
- estate planning
- charitable giving planning