About White Oak Wealth Partners
Reviews for White Oak Wealth Partners
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
White Oak Wealth Partners is a boutique, independent financial planning firm that specializes in customized and strategic retirement planning. Located in Erie, PA, they offer expertise in Tax Planning, Retirement Planning, and Wealth Management. Clients highly recommend White Oak Wealth Partners for their personalized approach and commitment to building long-term relationships. The firm has helped clients optimize their financial outcomes, guiding them through various options, including some unconventional ones, to make their money work more effectively. Clients have experienced greater returns and earlier retirement than originally planned, thanks to the firm's collaborative efforts to understand their personal and financial objectives. White Oak Wealth Partners' team, including Mike, Amy, Travis, and Tiffany, are praised for their insightful guidance, attention to client concerns, and community involvement. Clients feel valued and look forward to continuing their relationship with the firm well into the future.
I can't say enough about my outstanding financial advisors at White Oak! I recently retired (at only age 60) after 26 years and I feel incredibly supported by this team. They have taken care of me, my family and finances for many years and I trust them completely. I highly recommend everyone who wants to retire someday - no matter how far away - that they get a financial planner and team as great as Mike, Travis, Amy and Tiffany!
Highly Recommended!
We initially began our retirement savings using traditional methods such as an employer 401k, money market, and savings accounts. These strategies were based solely on our own knowledge before partnering with White Oak Wealth Partners. While we were saving, we hadn't explored other options or resources to fully optimize our financial outcomes.
White Oak Wealth Partners truly collaborated with us to grasp our personal and financial objectives. They crafted a customized plan tailored to our resources and timeline. They offered recommendations to optimize our returns and make our money work more effectively than we could manage on our own. They...read full review
White Oak Wealth Partners was asked to administer the 401k plan with my employer many years ago. We would meet semi-annually to review my portfolio and make changes as retirement got near. Mike always shared his insight and opinion but always let me make my own decisions on any changes. Upon retirement, he offered some products which benefited our financial well-being. Even with the changes in the market, Mike and his staff have presented information which has always been favorable to our financial stability. We have and will continue to recommend them favorably.