Everything we do is focused on bringing financial order to your life and keeping it that way. We believe too many advisors sell products or ignore the importance of looking at the full financial picture. At White & Associates, we are revolutionizing the industry norms by integrating financial planning, investment management, accounting, tax and estate planning needs into one holistic plan.  If you see wisdom in our approach or desire simplicity in today's complex financial world, we would love to help you.

* Tax and accounting services are not offered through Cambridge Investment Research, Inc.


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