The numbers are a reflection of what many advisors on Main Street could have told you already: Clients are moving away from brokerages and wire-houses, as many of their former advisors hide under rocks and refuse to answer the phones to address all the bad news.
Minneapolis, MN (PRWEB) July 18, 2009
Financial Advisor Magazine has listed White Oaks Wealth Advisors, Inc. a top registered investment advisor for the 4th consecutive year. Financial Advisor conducted a survey based on the total number of assets under management and the firm size. White Oaks Wealth Advisors, Inc. ranked 195 out of 352 registered investment advisors in the U.S.
"White Oaks is truly appreciative of making the top RIA ranking for the four consecutive year," commented Bob Klosterman, President and CEO of White Oaks Wealth Advisors, Inc. "Despite the downturn of the economy our firm has managed to stay on top." According to the survey numbers, Eric Rasmussen of Financial Advisor magazine remarked, "The numbers are a reflection of what many advisors on Main Street could have told you already: Clients are moving away from brokerages and wire-houses, as many of their former advisors hide under rocks and refuse to answer the phones to address all the bad news."
Sharon Bloodworth, Vice-President and Partner of White Oaks states, "I believe our success comes from being a relatively small and independent firm. We communicate directly with our clients to ensure they receive customized financial planning to meet their individual needs."
White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.