Broker Check

Our Company

White Oak Financial Specialists is an independent, fee-based, financial planning firm in Research Triangle Park, NC. Our independence allows us to provide advice that is solely in the best interest to our clients without any obligations to a parent company. We don’t have any proprietary products we are pressured to sell nor are we accountable to any corporate shareholders. White Oak’s primary and sole focus is forming a partnership with our clients so they view us as a trusted and loyal advisor for all aspects of their financial well-being.

Our investment philosophy draws on the endowment model used by many institutions such as universities, charities or pension funds. These asset allocation models are at the leading edge of investment thinking to increase long-term returns while minimizing risk. Tenures at Aronson+Johnson+Ortiz in Philadelphia and UNC Management Company in Chapel Hill provide a unique perspective to our clients.

Risk management is a vital part of our process since untimely events or illness could ruin the thoughtful plan that was years or decades in the making. We provide insurance solutions and carefully share recommendations when necessary.

Financial Solutions provided:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Charitable and Legacy Planning
  • Education Funding
  • Retirement plans such as IRAs, Roth IRAs, 401(k), Solo 401(k), SEP, SIMPLE
  • Business succession planning
  • Tax efficiency strategies
  • Life, Health, Disability and Long-Term Care Insurance
  • Key Man insurance and Section 162 plans for small businesses