WaterOak Advisors

WaterOak Advisors is an independent, employee-owned wealth management firm based in Winter Park, Florida. Established in 1997, the company currently employs 20 to 49 individuals and manages approximately $2 billion in assets for a nationwide client base. WaterOak Advisors specializes in providing Fee-Only investment management services to high net-worth individuals, families, foundations, endowments, and institutions. Their investment strategies are designed with a focus on institutional-caliber investments not typically accessible to retail investors. The firm prides itself on delivering objective financial advice and implementing investment strategies modeled after those used by prominent endowments, foundations, and pension plans. Their team of trusted financial advisors works closely with clients to develop customized solutions tailored to their specific financial goals. To learn more about WaterOak Advisors and their services, visit their website at wateroak.com.