What we do

We manage >$2 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.

Wateroak at a glance

  • Assets Under Management: >$2 billion
  • Location: Headquarters in Winter Park, FL
  • Compensation Structure: Fee-Only
  • Human Capital: 15 full-time professionals
  • Designations/Advanced Degrees of Staff: CFA, CFP®, CPWA®, CDFA®, CIPM, IACCP®, MBA
  • Ownership: 100% employee owned

Who we are

Meet our team of experts

Learn More

How to hire an advisor

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

Learn More

Essential Planning

We provide financial planning as an additional service (at no additional cost) for our wealth management clients, delivered by experts.

Learn More

Client Experience

Expert financial advice delivered with personalized service.

Learn More

Press Room

Nationally Recognized As A Top Advisor.

Learn More