828-274-7844    |    info@wofm.us

Yearly Check-In

This is a yearly check-in regarding portfolio reviews, money movement, online account access, etc. Most importantly, please see the links below to White Oak's regulatory documents, including our Privacy Policy within our Wrap Brochure, which we offer our clients annually as required by law. Portfolio Reviews We generally recommend meetings every six months to review [...]

By |2023-05-29T16:14:38+00:00May 29th, 2023|Processes|
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Market Insights

White Oak Financial Management, Inc. is happily celebrating 20 years in business this year, and we are so lucky to be serving our wonderful clients. We think we have the best clients in the world and appreciate the continued trust and confidence in good times and tough times. We always have your long-term success towards your goals [...]

By |2023-05-29T16:06:03+00:00May 29th, 2023|Market Commentary|
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CALL TO LEARN MORE……828-274-7844

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