What our clients are saying about us

You have all been so kind to me since the very beginning... I'm so blessed to have found all of you & I pray you stay a team because...you're perfect!  Fondly, Deb

This statement is a testimonial by a client of the financial professional as of 03/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Deb A

Each team member at White Oak Wealth Partners is professional, competent,  and friendly. They take time to understand our lifestyle, financial needs, and investment objectives. For our situation, they suggested offerings for loans,  investments, life insurance, and long-term care in a way we can more simply understand. They're breadth and depth of expertise allow us to make more informed decisions, reinforcing a trusting relationship that strengthens with each interaction. Mike and the team are always accessible in person and by phone/text. Face-to-face meetings are timely and quite valuable to address current and future strategies. White Oak Partners provided us with many flexible options to address life events, while considering market trends and the rapidly changing conditions surrounding us.

This statement is a testimonial by a client of the financial professional as of 03/15/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Scott and Kathy O.

Dear Mike, Travis, and Tiffany, I wanted to take a moment to express my sincere gratitude for all the guidance and support you have provided me over the years. Yesterday, I had a fantastic experience while discussing my financial future with Mike and Travis. They demonstrated a solid understanding of my financial goals. Particularly, the need to have a 'Piggy Bank' set aside for special events and unexpected expenses. I appreciate how you took the time to thoroughly understand my financial goals and preferences. I would highly recommend your services to anyone looking for personalized financial advice and management! Sincerely, Diane L

This statement is a testimonial by a client of the financial professional as of 06/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Diane L

Financial Advisors

How well are you planned and how can you tell?

Do you know when you can retire and what lifestyle you'll be able to support when you do? If so, how do you know? If you're like most people we meet, you don't have the answers to these questions. That's where we come in.

As independent advisors in Erie, PA, we'll assess all the resources you'll have at your disposal for retirement and figure out how much you'll need to retire, when you can retire, and what rate of return will need to be your goal on your investable assets to ensure a long and happy retirement. In addition, our tax focused approach will work toward minimizing erosion of your assets due to taxation.

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Some services we provide
for our clients

Financial Quarterbacking

Planning for Retirement

Business Exit Planning

Financial Planning for Business Owners

Leverage & Financing Strategies

Financial Planning for Highly Compensated Employees

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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Aligning Your Interest with Ours

Our transparent fee structure aligns our compensation with your long-term goals allowing us to create highly sophisticated strategies while ultimately delivering an exceptional level of service.