About Us

The WaterOak Advisors client experience consists of thoughtful, personalized service from a team of highly skilled wealth management
professionals. Our professionals hold a variety of advanced professional designations and degrees, including the CERTIFIED FINANCIAL PLANNERTM (CFP ®) and Chartered Financial Analyst® (CFA) designations, as well as MBA and JD degrees.  As an employee-owned firm, our independence and objectivity is strengthened further by our underlying core belief in doing the right thing and living by those values.