White Oak Wealth
White Oak Wealth is an independent fiduciary Financial Planning and Wealth Management firm. Our top priority is understanding our clients and their unique goals. Through one-on-one communication, access to our Virtual Family Office, and leading user-friendly technology for transparent financial tracking, we provide the tools and education clients need to succeed. We distinguish ourselves from larger firms by prioritizing personalized service over sheer numbers. By maintaining a boutique firm with a limited clientele, we ensure individualized attention and a client-centric approach.
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Verified contacts
3
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
31
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SM
Stefanie Militscher
Director of Marketing & Client Relations · Advertising & Marketing
EmailPhone - DI
Diron Insley
Principal · Finance & Accounting
EmailPhone - DI
Diron Insley
Principal · Finance & Accounting
EmailPhone
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Top roles at White Oak Wealth
2 distinct titles indexed · top 2 shown.
- 2principal
- 1director of marketing & client relations
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