White Oaks Wealth Advisors

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Minneapolis, MN 55402
+1 (612) 455-6900
https://www.whiteoakswealth.com

Founded in 1986, White Oaks Wealth Advisors is a fee-only financial planning firm based in Minneapolis, MN, dedicated to simplifying the complexities of wealth management for its clients. With over 100 years of collective industry experience and a commitment to fiduciary principles, the firm emphasizes a family-oriented approach, ensuring clients receive personalized attention and expert advice tailored to their unique financial needs.

White Oaks distinguishes itself by offering investment strategies typically reserved for the ultra-wealthy, allowing clients broader access to various investment options while remaining fiercely independent in their choices. The firm provides a comprehensive suite of family office services, including risk management and personal financial statements, designed to help clients delegate their financial responsibilities effectively.

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