MINNEAPOLIS, July 21, 2019 /PRNewswire-PRWeb/ -- White
Oaks Wealth Advisors is pleased to announce their listing in
Financial Advisor Magazine's 2019 RIA Survey and Ranking. The list
recognizes top independent RIA firms from across the U.S. To be
eligible for this ranking, firms must be independent RIAs, provide
financial planning and related services to clients, file their own
ADV statement with the SEC, and have at least $50 million in assets under management as of
December 31, 2019.
Sharon Bloodworth, CEO of White
Oaks Wealth Advisors, Inc. and White Oaks Investment Management,
Inc. comments, "It is an honor to be included in the 2019 survey
and list once again. With the various RIA options available we are
thrilled to have the wonderful group of clients that we do. We
believe that our love of our clients is at the core of what we do
and these awards only reinforce that conviction within us."
White Oaks Wealth Advisors, Inc. and White Oaks Investment
Management, Inc. are private, fee-only Wealth Management and Family
Office firms within Minneapolis,
MN and Longboat Key, FL
that specialize in simplifying the complexities of wealth for upper
net worth individuals. The firm employs a team with over 100 years
of financial services experience in areas such as retirement
planning, investment advice and management, family office services,
estate planning, tax planning, stock option exercise, charitable
gift planning, qualified plan distribution planning, and many other
issues that individuals face in meeting and achieving their
financial security goals.
White Oaks Wealth Advisors, Inc. has been honored by having team
members listed on the "Gulf Coast 500" by Business Observer, "Top
250 Financial Advisors" by Worth Magazine, "Top Dog's" by Bloomberg
Wealth Manager, "5 Star Advisor" by Paladin Registry,
"WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical
Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's
Top Fee Only Wealth Management List.
SOURCE White Oaks Wealth Advisors