White Oak Financial Management brings a unique approach to helping retirement plan participants and annuity investors work towards a sound retirement. We offer specific guidance on investment choices and percentage allocations to our investment management clients. Our goal is to help clients direct their retirement plan or annuity investor toward wealth accumulation when the markets are supporting higher prices and to wealth preservation when the markets are trending towards lower prices.

Following is a list of the companies for which we currently provide advice. To learn more about this service, please get in touch.