White Oak Financial Management
Financial Service
Why pick this one
White Oak Financial Management, founded in 2003, provides fiduciary investment management and retirement income planning for individuals and small businesses.
Best for
- retirement income planning
- wealth accumulation and preservation
- investors seeking fiduciary portfolio management
- individuals or small businesses wanting discretionary investment management
- prospective clients seeking a no-obligation portfolio review
- college funding planning
- tax-efficient retirement distributions
- clients coordinating financial planning with CPAs and estate planning attorneys
Look elsewhere if
- customers seeking banking or lending services
- customers seeking emergency financial assistance
- customers seeking one-time tax preparation without investment planning
- customers seeking only transactional insurance services
Specialties
- wealth accumulation
- wealth preservation
- retirement income planning
- portfolio analysis
- risk management
- college funding planning
- insurance planning
- tax-efficient retirement distributions
- estate planning assistance
Certifications
- CFP® designation
What makes them different
- Acts as a fiduciary for clients and prospective clients
- Fee-based, discretionary investment management for individuals and small businesses
- Offers a free, no-obligation review of current holdings
- Uses Point and Figure technical charting and institutional-quality factor analysis
- Founded in 2003 by sisters Laura McCue and Priestley Ford
Distilled from this business's own website.
Contact & Location
- Address
- 1270 Hendersonville Rd Ste 4, Asheville, NC 28803-1936
- Phone
- 18282747844
- Website
- https://www.whiteoakfinancialmanagement.com
- info@wofm.us
Services
- discretionary investment management
- wealth management
- financial planning
- retirement planning
- portfolio analysis
- risk management
- insurance planning
- college funding
- tax assistance
- estate planning assistance