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: 14 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

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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 (at no additional cost) for our wealth management clients, delivered by experts.

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Client Experience

Expert financial advice delivered with personalized service.

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Press Room

Nationally Recognized As A Top Advisor.

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