Laura C. McCue
Co-Founder & President
White Oak Financial Management
Smart personal investing for all of life's seasons
Who We Are
White Oak is a fee-based, discretionary investment management firm for individuals and small businesses. Our game plan for investing is logical, organized and disciplined.
Learn moreWhat We Do
We manage risk in our clients' investments in one of two ways: through supply-and-demand technical charting or with institutional-quality factor analysis to create portfolios that maximize a client's risk-adjusted returns.
Learn moreFiduciary
White Oak acts as a fiduciary putting clients' and prospective clients' interests ahead of the firm's.
Client Focus
White Oak places its clients at the center of all we do. More than a mind-set, this focus requires the skills and procedures to achieve such.
Experienced
White Oak's advisors have helped clients navigate the most severe downturns in the last 30+ years.
Comprehensive
White Oak helps clients understand, plan for, and implement solutions from across the financial spectrum.
Trusted Advisors for Our Clients
Founders
Priestley C. Ford
Co-Founder & Vice President
White Oak Team
Brent A. Ford, CFP®
Managing Director, Wealth Management Advisor
Luke Gerolimatos
Investment Advisor Representative
Karen Cogburn
Administrative Assistant
Brittany Teeters
Client Service Associate
Maisie
Office Dog
“Whether you are already financially fit or just beginning to build a nest egg, we will help you make smart financial choices based on what's important to you.”Laura C. McCuePresident & CEO
How We Work
Excellence
White Oak has expertise in wealth accumulation, wealth preservation, and retirement income planning. We are passionate about helping clients make smart financial decisions based on their own values and goals.
Nurturing
The world of investing can be complex and confusing. It's not just stocks, bonds, and cash anymore; now investors are confronted with so much more. Let White Oak hear your concerns, answer your questions, and help decide how best to reach your goals.
Relationships
White Oak works to develop relationships that extend beyond just the client to other professionals, e.g., CPAs and Estate Tax Attorneys, to ensure that all financial needs are being met.
Our Thinking
Recent Client Communication
Market Commentary
Solid Earnings, Shifting Conditions: A Mid-Year Perspective
I hope you all enjoyed your Memorial Day weekend. Asheville got some much-needed rain over the weekend, so it didn't really feel like the start to summer. With the bulk of first quarter earnings season behind us, I want to share what the data are telling us. The results have…
Market Commentary
Navigating the Market: War, Rotation, and Earnings
I hope you are well and enjoying the first tastes of spring. The daffodils and redbuds are blooming here in Asheville, but the financial markets are certainly putting a damper on things. Let me take a few minutes to share my thoughts on what's happening, why, and how I'm thinking…
Market Commentary
Happy Holidays & A Look at US GDP
I hope you are enjoying a wonderful holiday season surrounded by family and friends. Amidst the festivities, I wanted to share some thoughts on the U.S. economy following the latest GDP report released this week. Despite a year marked by significant political and policy shifts, the data shows an economy…
Questions About Our Process?
White Oak offers prospective clients a free, no obligation review of your current holdings, with an eye toward identifying risk and opportunities for reward. Please get in touch to learn more.