Gregory Mendoza Email & Phone Number

Winter Park, Florida, United States

Winter Park, Florida, United States

Winter Park, Fl

WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling ~$2 billion in assets. The firm has been recognized as a Barron’s Top 100 Independent Advisor (2018) as well as being named to the Financial Times 300 Top Registered Investment Advisers List (2018) and the Forbes list of America’s Top Wealth Advisors (2018).Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. As well, our investment strategies are designed in the same fashion as many of the country’s largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a select group of high net-worth clients, including individuals/families, foundations/endowments, and institutions.TESTIMONIALS ARE NOT PERMITTED BY LAW:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of WaterOak Advisors, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about WaterOak with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.