WaterOak Advisors

WaterOak Advisors is first and foremost an independent, Fee-Only wealth management firm. Founded in 1997 and employee owned, we currently manage a nationwide client base totaling approximately $2 billion in assets. Since the firm’s inception, WaterOak Advisors has delivered objective advice implemented via institutional caliber investments not available to the retail investor. Our belief has always been that the only way to truly serve our clients was to create a firm that offers expert financial guidance within a Fee-Only structure. As well, our investment strategies are designed in the same fashion as many of the country’s largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a select group of high net-worth clients, including individuals/families, foundations/endowments, and institutions.