White Oak Wealth PartnersFinancial advisor in Erie, PA

Also ranked: #2 of 5 wealth managers in Erie#16 of 17 financial planners in Erie

White Oak Wealth Partners is a financial advisor at 100 State St Ste 503, Erie, PA 16507, ranked #6 of 24 financial advisors in Erie and rated 5.0 from 21 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Erie, PAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (814) 835-4551 Website ↗

Key facts

Key facts about White Oak Wealth Partners
Address	100 State St Ste 503, Erie, PA 16507Get directions
Phone	(814) 835-4551
Website	whiteoakwealtherie.com
Hours	Monday to Friday: 8:30 AM – 4:30 PM
Google rating	5.0 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Wealth Managementbusiness name
Financial Plannersadditional Google category
Investment Advisorsadditional Google category

Service area

Based in Erie, PAView on map

Opening hours

Opening hours for White Oak Wealth Partners
Day	Hours
Monday	8:30 AM – 4:30 PM
Tuesday	8:30 AM – 4:30 PM
Wednesday	8:30 AM – 4:30 PM
Thursday	8:30 AM – 4:30 PM
Friday	8:30 AM – 4:30 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about White Oak Wealth Partners

How is White Oak Wealth Partners ranked in Erie?

White Oak Wealth Partners is ranked #6 of 24 financial advisors in Erie by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are White Oak Wealth Partners’ hours?

White Oak Wealth Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about White Oak Wealth Partners?

White Oak Wealth Partners has a rating of 5.0 from 21 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact White Oak Wealth Partners?

Call White Oak Wealth Partners on (814) 835-4551. The business is at 100 State St Ste 503, Erie, PA 16507. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

White Oak Wealth Partners compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
White Oak Wealth Partners (this business)	—	74	5.0 (21)	No	No
Bankers Life	#4	77	4.6 (71)	No	No	5.4 mi
Lincoln Investment	#5	74	5.0 (22)	—	—	2.8 mi
Equitable Advisors	#7	73	4.6 (22)	No	No	0.0 mi

See all 24 ranked financial advisors in Erie