Company Overview
- Headquarters
- Baltimore MD
- Website
- whiteoakwealth.com
- Employees
- 3
- Founded in
- 2013
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is White Oak Wealth
White Oak Wealth is an independent fiduciary Financial Planning and Wealth Management firm located in Baltimore, Maryland. Employing 5-9 individuals, the firm generates approximately $2.5 million in annual revenue. White Oak Wealth offers Financial Planning and Wealth Management services to clients. Their focus is on understanding individual client goals and providing personalized solutions. The firm differentiates itself from larger competitors by emphasizing personalized service. White Oak Wealth achieves this through a client-centric approach, utilizing one-on-one communication, a Virtual Family Office, and leading technology for transparent financial tracking. Clients can learn more about White Oak Wealth's services by visiting their website at whiteoakwealth.com.
Companies Similar to White Oak Wealth
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |