WHITE OAK FINANCIAL MANAGEMENT
Smart personal investing for all of life’s seasons
WHAT WE DO
We manage risk in our clients’ investments in one of two ways: through supply-and-demand technical charting or with institutional-quality factor analysis to create portfolios that maximize a client’s risk-adjusted returns.
Trusted Advisors for Our Clients
Our Advisors
Our Operations Team
Laura C. McCue, CEO
Priestley C. Ford, COO
Brent A. Ford, CFP®
Karen Cogburn
Luke Gerolimatos
Callie
“Whether you are already financially fit or just beginning to build a nest egg, we will help you make smart financial choices based on what’s important to you.”
Excellence
White Oak has expertise in wealth accumulation, wealth preservation, and retirement income planning. We are passionate about helping clients make smart financial decisions based on their own values and goals.
Nurturing
The world of investing can be complex and confusing. It’s not just stocks, bonds, and cash anymore; now investors are confronted with so much more. Let White Oak hear your concerns, answer your questions, and help decide how best to reach your goals.
Relationships
White Oak works to develop relationships that extend beyond just the client to other professionals, e.g., CPAs and Estate Tax Attorneys, to ensure that all financial needs are being met.