What we do

We manage ~$1.7 billion in assets and serve as an outsourced Chief Investment Officer for individuals and foundations. We are a Fee-Only wealth management firm, and therefore we do not sell commissioned products.

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Wateroak at a glance

  • Assets Under Management: ~$1.7 billion
  • Location: Headquarters in Winter Park, FL
  • Compensation Structure: Fee-Only
  • Human Capital: 17 full-time employees
  • Designations/Advanced Degrees of staff: CFA, CFP®, CIPM, EA, MBA
  • Ownership: 100% employee owned

How to hire an advisor

Learn which questions are most important to ask before choosing a financial advisor.

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Essential Planning

We provide financial planning as an additional service for our wealth management clients, delivered by experts.

  • Our wealth planning team focuses exclusively on planning
  • Customized wealth plans for a broad range of clients

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Client Experience

Expert financial advice delivered with personalized service.

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QUANT+ PORTFOLIO SERIES™

Academic advances once reserved only for the largest portfolios in the country.

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Tools for clients

Do you know your risk number?

We offer a valuable Tool for Clients that will calculate a personalized risk number for you.

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