Find a Fiduciary - Sharon Bloodworth Quoted in Forbes Article

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Sharon Bloodworth, CEO of White Oaks Wealth Advisors was quoted in a Forbes article giving insight to young investors.

Sharon Bloodworth, CFP®, CEO

Sharon Bloodworth, CFP®, CEO

Don't get your advice from the internet; find an adviser who is a fiduciary.

In an article by Forbes Finance Council, Sharon Bloodworth, CFP®, CEO of White Oaks Wealth Advisors, Inc. was recently quoted for her advice to young investors. She outlines the four ways to create wealth. Sharon also recommends finding a fiduciary and educating oneself on fees and performance metrics. Sharon is often a source of insight and knowledge for the council and thus is often quoted on financial matters. She regularly speaks on financial topics as well.

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 "Gulf Coast 500" by Business Observer, "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.

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Kristin Baker
White Oaks Wealth Advisors, Inc.
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