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Jim White, CFP®, EA, and founder of Great Oak Wealth Management
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Financial Planning Expertise That’s Rooted, Relatable, and Ready to Share
Meet Jim White, CFP®, EA and Financial Advisor
Jim White is the founder of Great Oak Wealth Management, a fee-only, fiduciary financial planning firm known for its straight-talking, strategy-first approach. With over 20 years of experience helping high-income earners, families, and business owners simplify the complex, Jim brings a grounded, engaging voice to conversations around financial planning, tax strategy, retirement, and wealth management. Whether he’s speaking to a group of physicians, executives, or fellow advisors, Jim makes money talk feel approachable, insightful—and sometimes even fun.
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Recent publications and features
Marketwatch
Americans reveal their No. 1 financial regret, but advisers say they hear these horrible mistakes the most
Investors business Daily
HSA Investment: Misunderstood And Underused, HSAs Deliver For Smart Savers