Broker Check
Welcome to White Oak Financial Specialists, Inc. Welcome to White Oak Financial Specialists, Inc.
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An independent, fee-based financial planning firm in Research Triangle Park, North Carolina.

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An independent, fee-based financial planning firm in Research Triangle Park, North Carolina.

Our Approach

We forge a partnership with our clients to provide comprehensive financial planning services including investment management, retirement planning and risk management.  While retirement is at the top of our list for all of our clients, a review of their entire financial situation is required to provide prudent recommendations.  A financial plan can be years in the making and must evolve as our lives change.  Whether that process includes education funding, estate planning or protecting the wealth that takes a lifetime to build, we can help make sense of the options available to our clients.