WaterOak Advisors / Financial Advisor in Winter Park, Florida

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .


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