White Oak Financial

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820 E Terra Cotta Ave
Crystal Lake, IL 60014
+1 (815) 444-9686
https://www.whiteoakfinancialplanning.com

White Oak Financial Planning Inc., located in Crystal Lake, IL, is a fee-only financial advisory firm dedicated to providing individualized and objective financial planning services. Founded by Mary Alice Fellers, the firm emphasizes a flexible approach to empower clients in making informed financial decisions tailored to their unique values and goals.

With no minimum investment requirements, White Oak Financial Planning works with clients at all stages of their financial journey, from comprehensive planning to targeted assistance in specific areas. As client fiduciaries, the firm operates without any commissions or referral fees, ensuring that potential conflicts of interest are minimized in the advisory process.

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