# White Oak Financial Management, Inc. > Smart personal investing for all of life’s seasons URL: https://whiteoakfinancialmanagement.com/ --- ## Who we are White Oak is a fee-based, discretionary investment management firm for individuals and small businesses in Asheville, North Carolina. Founded in 2003 by sisters Laura C. McCue and Priestley C. Ford. ## What we do We manage risk in our clients' investments in one of two ways: supply-and-demand technical charting (Point & Figure), or institutional-quality factor analysis to build portfolios that maximise a client's risk-adjusted returns. White Oak acts as a fiduciary, putting clients' and prospective clients' interests ahead of the firm's. ## Contact 1270 Hendersonville Rd., Suite 4, Asheville, NC 28803 828-274-7844 · info@wofm.us · Monday–Friday, 9:15am–4:30pm ## Disclosures - Form ADV Part 2 (updated January 2026): https://whiteoakfinancialmanagement.com/documents/2026/01/White-Oak-ADV-Part-ADV-2-Annual-Amendment-01-12-2026_Final.pdf - Form CRS (updated January 2026): https://whiteoakfinancialmanagement.com/documents/2026/01/White-Oak-Financial-Management-Form-ADV-Part-3-01-12-2026.pdf - Wrap Brochure (updated January 2026): https://whiteoakfinancialmanagement.com/documents/2026/01/White-Oak-Wrap-Brochure-Annual-Amendment-01-12-2026_Final.pdf - SEC adviser lookup: https://adviserinfo.sec.gov ## Latest commentary - August 17, 2026 — Market at All-Time Highs. Should We Be Worried?: https://whiteoakfinancialmanagement.com/2026/08/17/market-at-all-time-highs-should-we-be-worried/ - August 13, 2026 — Market Commentary from Laura McCue: https://whiteoakfinancialmanagement.com/2026/08/13/market-commentary-from-laura-mccue/ - June 3, 2026 — White Oak Privacy Policy: https://whiteoakfinancialmanagement.com/2026/06/03/white-oak-privacy-policy/ - May 26, 2026 — Solid Earnings, Shifting Conditions: A Mid-Year Perspective: https://whiteoakfinancialmanagement.com/2026/05/26/solid-earnings-shifting-conditions-a-mid-year-perspective/ - March 21, 2026 — Navigating the Market: War, Rotation, and Earnings: https://whiteoakfinancialmanagement.com/2026/03/21/navigating-the-market-war-rotation-and-earnings/ Full archive: https://whiteoakfinancialmanagement.com/our-thinking/ Full text of every page and post: https://whiteoakfinancialmanagement.com/llms-full.txt