White Oak Wealth Email Formats

Financial Services • Arlington, Virginia, United States • 1-10 Employees

White Oak Wealth Email Formats

White Oak Wealth uses 1 email format. The most common is {first initial} (e.g., j@whiteoakwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@whiteoakwealth.com	100%

Key Contact at White Oak Wealth

Stefanie Militscher

Director of Marketing & Client Relations

Company overview

Headquarters	Arlington, Virginia, United States
Website	whiteoakwealth.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Business Growth, Wealth Management, Retirement Planning, Estate Planning, Investment Solutions, Proactive Tax Planning
Founded	2013
Employees	1-10

About White Oak Wealth

White Oak Wealth is an independent fiduciary Financial Planning and Wealth Management firm. Our top priority is understanding our clients and their unique goals. Through one-on-one communication, access to our Virtual Family Office, and leading user-friendly technology for transparent financial tracking, we provide the tools and education clients need to succeed. We distinguish ourselves from larger firms by prioritizing personalized service over sheer numbers. By maintaining a boutique firm with a limited clientele, we ensure individualized attention and a client-centric approach.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

White Oak Wealth has never raised funding before.

White Oak Wealth Tech Stack

Discover the technologies and tools that power White Oak Wealth's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

DreamHost

Hosting

Google Analytics

Analytics

Bootstrap

UI frameworks

Datadog

Analytics

Frequently asked questions

White Oak Wealth is located in Arlington, Virginia, US.

White Oak Wealth was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

White Oak Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at White Oak Wealth

Stefanie Militscher

Director of Marketing & Client Relations

4.8

40,000 users