White Oaks Wealth on Best Financial Advisors in Minneapolis List

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AdvisoryHQ included White Oaks Wealth Advisors in its list of 11 Best Financial Advisors in Minneapolis. The firm has won the award multiple years and is honored to once again be included in this exclusive award.

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White Oaks Wealth Advisors wins AdvisoryHQ's Prestigious Listing for one of the best advisory firms in Minneapolis.

Our fiduciary standards, innovative approach to planning, focus on relationships and consistent attention to client needs are foremost in our practice - Sharon Bloodworth, CEO

Each year AdvisoryHQ researches financial advisory firms and creates a list of the best in each geographic region. White Oaks Wealth Advisors is pleased to once again be included on the list. AdvisoryHQ "uses a ranking system that incorporates "a breakthrough 'Top-Down Advisor Selection Methodology'.” The selection methodology "is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience."

Of the honor, Sharon Bloodworth, CEO has this to say, "We know at White Oaks Wealth Advisors we are one of the best kept secrets here in Minneapolis. Our fiduciary standards, innovative approach to planning, focus on relationships and consistent attention to client needs are foremost in our practice. We are so pleased to see AdvisoryHQ honoring us once again with this award."

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Kristin Baker
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