Great Oak Wealth Management
Great Oak Wealth Management
For almost 20 years, my mission has been to build long-term relationships by providing fee-only, fiduciary, financial planning, and investment management—straightforward, transparent advice in the client's best interest. - Jim White, CFP®, EA
Certified Financial Planner™ located in Pottstown & Malvern, PA, serving clients locally and across the country. Clients are smart and savvy executives, professionals, and business owners.
Jim White is a Pottstown & Malvern, PA fee-only financial planner. Great Oak Wealth Management provides financial planning and investment management to help entrepreneurs, professionals and corporate executives and established families organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jim White is never paid a commission of any kind. He has a legal obligation to provide unbiased and trustworthy financial advice.
Jim White CFP® is a fee-only Certified Financial Planner™ at Great Oak Wealth Management, located in Pottstown & Malvern, PA.
Tired of watching family and friends receive advice that wasn't always in their best interest and paid for through commissions, Jim decided to do something about it and founded Great Oak Wealth Management to create a transparent, client-focused, fee-only financial planning firm that puts your best interest first.
Born in Seattle but raised in Phoenixville, PA (that's a long story), he received his undergrad degree from Ursinus College and his MBA from Penn State.
When not looking out for his client's best interest, Jim spends time with his family, traveling, hiking, working out, gardening, or watching Penn State Football. WE ARE!
Jim White is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are a financial solution provider. We help you overcome your multifaceted financial concerns. Whether it’s planning for retirement, managing taxes, saving for college, or designing an investment portfolio, we’ve got you covered. You may not need us for every financial decision that comes down the pike, but we are the go-to team that provides expert advice when you need it. We listen and understand your needs, help you solve the big problems, avoid the little ones, and have a breadth and depth of industry knowledge to put the financial puzzle pieces together for you.
Great Oak Wealth Management was founded through a passionate desire to provide comprehensive financial planning and wealth management strategies to individuals, families, and small businesses. Our unwavering team approach and structured process place your needs and goals as the foundation for your success. We are fee-only and flexible.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jim White is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jim White is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jim White is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Jim White is a Guest on Money Savage: "Focus on the Fundamentals with Jim White"
Jim White Appears in the PTIN Directory of Tax Preparers
Jim White is Quoted on TheStreet.com: "Ask Bob: Are Surviving Spouses Dually Eligible for Social Security?"
Jim White is Quoted on Discover.com: "How to Set Financial Goals—and Crush Them"
Jim White is Quoted in US News and World Report: "How Investors Can Best Use a 529 Plan"
Jim White is Quoted on TheStreet.com: "Even High-Income People Overspend"
Jim White is Quoted on the Financial Planning Association of San Diego: "CONSUMER ARTICLE FROM THE FPA: THE HEALTH SAVINGS ACCOUNT: A POWERFUL BUT OFT-OVERLOOKED ASSET FOR RETIREMENT"
Jim White is Quoted in MarketWatch: "9 New Year’s resolutions for the nearly retired"
Jim White is Quoted on Saving for College: "6 holiday gift ideas to fund 529 plans"
Jim White is Quoted in Forbes: "Do People Really Buy Homes For The Mortgage Interest Deduction?"
Jim White is Quoted by Reuters: "YOUR MONEY-Can you make $100 grow into a house?"
Contact Jim White
2295 Wells Rd
Pottstown, PA 19465
101 Lindenwood Drive
Malvern, PA 19355