It’s an honor to be named to such an elite list, considering the hundreds of firms in the area. The White Oaks team works diligently to serve our clients and this recognition is proof of that.
Minneapolis, MN (PRWEB) March 07, 2016
Sharon Bloodworth, Partner and President of White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. comments, “It’s an honor to be named to such an elite list, considering the hundreds of firms in the area. The White Oaks team works diligently to serve our clients and this recognition is proof of that.”
To view the top 10 list, please click here. AdvisoryHQ’s ranking methodology is based on the following steps:
1. A mass Online Research of firms is performed within a designated location. Filters used in the search include: fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.
2. Initial Filters are used to narrow down the selection process. These filters are: fee structure, fiduciary duty, independence, innovation and improvement.
3. The research team applies a deep-dive assessment of the remaining advisors. The selection criteria are as follows: Resource availability, experience level, transparency, customized services, quality of adivsor’s website, open door policy and audience.
4. Based on the results of the assessment, the final list of top advisors/wealth managers is created.
Click here for a detailed explanation of AdvisoryHQ’s selection process.
White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize 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, family office services, 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, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.