White Oak Wealth
Financial Services
Arlington, Va, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
White Oak Wealth Overview
- Headquarters
- Arlington, Va, United States
- Website
- www.whiteoakwealth.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2013
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About White Oak Wealth
White Oak Wealth is an independent fiduciary Financial Planning and Wealth Management firm. Our top priority is understanding our clients and their unique goals. Through one-on-one communication, access to our Virtual Family Office, and leading user-friendly technology for transparent financial tracking, we provide the tools and education clients need to succeed. We distinguish ourselves from larger firms by prioritizing personalized service over sheer numbers. By maintaining a boutique firm with a limited clientele, we ensure individualized attention and a client-centric approach.
White Oak Wealth Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
White Oak Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stefanie Militscher | Marketing & Business Development at White Oak Wealth | Baltimore, Maryland, United States |
Email
Phone
|
| Tim Rine, Aif®, Crpc® | Lpl Financial Advisor | Atlanta Metropolitan Area, United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Marketing | 1 | 1 | 1 |
| General | 1 | 1 | 1 |