White Oak Wealth Partners

What our clients are saying about us

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.

"We are so fortunate to have White Oak Wealth Partners as our financial advisors. Their personal and professional approach to wealth management is exactly what we were looking for. They have made it possible for us to pursue our financial goals. We highly recommend contacting them for a consultation."

Leslee & Pat B

This statement is a testimonial by a client of the financial professional as of 09/24/2024. 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.

Leslee & Pat B

"My husband and I were at a crossroads regarding financial advisors. Ours had recently changed jobs, and we made a decision to interview four advisors before transferring any funds. Mike Nedreski and Travis Bert met with us in March 2023. We walked out of that initial meeting knowing they were our choice. Over the next few months, they assisted us with every aspect of our financial planning. We've now been with White Oak Wealth for over a year. Mike, Travis, and Tiffany are very attentive to any requests. We meet often for financial reviews. We've been educated in so many different options when doing estate planning. I have complete confidence in my advisors.

Additionally, I'm impressed with the many charitable events they sponsor or engage in throughout our community. They do good deeds! Without hesitation, we recommend White Oak Wealth to family and friends."

Susan C

This statement is a testimonial by a client of the financial professional as of 09/04/2024. 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.

Susan C

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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.

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.

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Creating Financial Plans and Sophisticated Tax Strategies for Business Owners, Executives, and Affluent Families.