White Oaks Wealth Advisors
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Partner & President, CFP®
“Discipline, process and hard work form the foundation of our team philosophy. Together, we can accomplish so much, to improve the lives of our clients.”
Sharon Bloodworth is Partner and President of White Oaks Wealth Advisors, Inc. and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm, Lord, Abbett & Co. in New York City, as Client Liaison.
Sharon has a Bachelors of Science in Economics (Hons.) (BScEcon) in European Community Studies from the University of Wales, College of Cardiff. She also received the Certificate of International Business Practice from Oxford University through the Lord Mountbatten Program. She also holds the Certified Financial Planner ™ designation.
Recognition of Excellence
Sharon was honored as a 2013 Top Women in Business by the Minneapolis St. Paul Business Journal. She has been listed as a 2011 Five Star Wealth Manager in Twin Cities Business, Mpls St Paul Magazine. She was also a “Forty under 40″ recipient 2010 from the Minneapolis St. Paul Business Journal. The list highlights forty business/community leaders under forty years old. Sharon’s white paper on risk has been posted on the Investment News site and she has been quoted in CBS Money Watch, USA Weekend, MSN Money, CNN Money, and profiled on The Glass Hammer, a website for executive women.
Sharon Bloodworth is the immediate past President of one of the largest, and the oldest Rotary Club in Minnesota in 2012-2013. She also sits on the Board of Directors for the Minneapolis Rotary Foundation. In 2013 Sharon was selected to appear in the Twin Cities Dancing with the Celebrities to raise awareness about Rotary and funds for the Minneapolis Rotary Foundation. Sharon was appointed to the Minnesota Academic Excellence Foundation in 2010 by Governor Tim Pawlenty, and serves as the Treasurer 2012-2013. A long time member of The Minneapolis Club, Sharon chaired the 2013 Valentine’s Gala committee. In 2007 Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter –Sophia’s Sunshine School.
Sharon Bloodworth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
White Oaks’ mission is to simplify the complexities of wealth to enhance our client’s quality of life. Our unique processes are designed to focus on your values and are specifically tailored to high net worth individuals and families with more than one million dollars of investable net worth.
White Oaks is a fee-only firm, and we act as a fiduciary for our clients. This allows us to remain objective and focus on our clients’ needs. We have no sales department and no one is on commission. There are no outside parties that we pay money to for referring business to us nor do we accept any compensation from third party sources.
We are proud of our of 30-year history, and the recognition we have received along the way, but we do not rest on our accomplishments. We work diligently to identify paths with the highest probability of success for our clients.
Get a feel for how we operate by watching the video on this page, and contact us to schedule a free consultation.
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
Sharon Bloodworth is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Sharon Bloodworth 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.
Sharon Bloodworth is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Sharon Bloodworth
80 South 8th Street
Minneapolis, MN 55402