Michael J. Nedreski, CRPC®
Tax Strategies & Financial Plans for Business Owners and Executives
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White Oak Wealth Partners
Michael J. Nedreski, CRPC®
Erie, PA
Serving Clients Nationwide
Tax Strategies & Financial Plans for Business Owners and Executives
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Business Transitions
- Estate Planning
- Financial Planning
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Planning
About Michael J. Nedreski, CRPC®
Hi, I'm Michael Nedreski, Founder and Managing Partner at White Oak Wealth Partners.I began my financial services career in 1988, laying the foundation for what would eventually become White Oak Wealth Partners—a comprehensive, independent wealth management firm known for its strategic retirement income planning and generational wealth advisory services.
My journey started in the insurance field, where I quickly distinguished myself through a combination of practical experience, continuous self-education, and mentorship. Over the years, I steadily broadened my expertise, earning the Chartered Retirement Planning Counselor (CRPC®) designation and building a holistic approach to financial planning.
In 2012, I partnered professionally with my wife, Amy Nedreski, further strengthening the firm's family-centered philosophy. Our affiliation with LPL Financial in 2015 significantly expanded our ability to provide robust financial tools and resources to our clients.
I am an active member of the Financial Services Institute (FSI), the Financial Planning Association (FPA), and the prestigious Forum 400, which recognizes top insurance professionals nationally. I am regarded as a leader in the field by peers both locally and across the country.
Faith and purpose are central to my life and Amy's. We credit all our success to God and strive to practice gratitude through service. Physical and mental well-being are also top priorities, as we believe strong personal health supports our ability to serve clients, family and community. Together, we passionately support numerous charitable organizations and firmly believe that success is a gift meant to be shared.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Financial Planning Association
- Financial Services Institute
Primary Location
100 State Street, Suite 503, Erie, PA 16507
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About White Oak Wealth Partners
White Oak Wealth Partners is an Erie, Pennsylvania wealth management firm helping successful couples nearing retirement, Erie Insurance employees and retirees, and business owners coordinate retirement income, investments, tax planning, benefits, healthcare, and legacy decisions since 1988.Who We Serve
We work with clients across a range of life stages: people who are retired and whose priorities have shifted, those looking forward to retirement who want confidence their income will keep up with them, corporate executives who want to be strategic with their wealth, and business owners who want to preserve their wealth through the succession of their business. We also help families who want to leave a legacy and see its impact.
Our Services
We specialize in tax planning and work closely with our clients and their tax professionals to create and implement tax-saving strategies. Our services include retirement income planning, succession planning, financial planning, capital gains tax strategies, and investment management, all built on detailed wealth planning and custom investment management designed to establish long-term sustainable growth.
Our Approach
Through our FlexInvest Adaptive Income Planning process, we work to optimize income generation, wealth preservation, and steady long-term growth, with strategic cash reserves that add flexibility. Our core team collaborates with an extended network of specialists to proactively address your financial priorities, and our partnership with eMoney gives clients access to a personalized financial dashboard at any time.
Investment advice is offered through Gladstone Institutional Advisory, LLC, a registered investment advisor.
Hobbies and Interests
- Church
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2026
I am a truly grateful client of White Oak Wealth. I can't recommend Mike and Travis highly enough! They have a remarkable ability to make complex financial concepts easy to understand. As someone who isn't particularly well-versed in finance, I often felt overwhelmed when thinking about my investments and planning for the future. Mike and Travis take the time to patiently explain everything in clear, simple terms. No question ever feels too small or silly, and they ensure I fully understand my options before making any decisions. Their approach is not only professional but also incredibly supportive, and I feel much more confident about my financial future thanks to their guidance. If you are looking for knowledgeable, approachable financial advisors who sincerely care about your financial well-being, White Oak Wealth is the place to go!
Relationship to Financial Advisor: Client as of Sep 24, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 4, 2026
I can't say enough about my outstanding financial advisors at White Oak! I recently retired (at only age 60) after 26 years and I feel incredibly supported by this team. They have taken care of me, my family and finances for many years and I trust them completely. I highly recommend everyone who wants to retire someday - no matter how far away - that they get a financial planner and team as great as Mike, Travis, Amy and Tiffany!
Relationship to Financial Advisor: Client as of Mar 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 20, 2024
Highly Recommended!We initially began our retirement savings using traditional methods such as an employer 401k, money market, and savings accounts. These strategies were based solely on our own knowledge before partnering with White Oak Wealth Partners. While we were saving, we hadn't explored other options or resources to fully optimize our financial outcomes.White Oak Wealth Partners truly collaborated with us to grasp our personal and financial objectives. They crafted a customized plan tailored to our resources and timeline. They offered recommendations to optimize our returns and make our money work more effectively than we could manage on our own. They guided us through various options, including some unconventional ones, encouraging us to think outside the box. That's where the magic truly happens. The results are far greater than what we ever anticipated.My husband has been able to retire earlier than originally planned. With our current success and ongoing growth, we are now focusing on a more ambitious plan to expedite my retirement.Above all, Mike, Amy, Travis, and Tiffany operate a business that emphasizes building, nurturing, and valuing relationships. They extend this approach not only to their clients but also to the community. We look forward to continuing our relationship well into the future.
Relationship to Financial Advisor: Client as of Nov 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2024
White Oak Wealth Partners was asked to administer the 401k plan with my employer many years ago. We would meet semi-annually to review my portfolio and make changes as retirement got near. Mike always shared his insight and opinion but always let me make my own decisions on any changes. Upon retirement, he offered some products which benefited our financial well-being. Even with the changes in the market, Mike and his staff have presented information which has always been favorable to our financial stability. We have and will continue to recommend them favorably.
Relationship to Financial Advisor: Client as of Nov 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
My wife and I have been very happy with Mike Nedreski and the staff at White Oak Wealth Partners.Mike has looked after our investments for over thirty years. He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program. The personal attention Mike, Amy, Tiffany and Travis always give to the concerns we may have over our investments is much appreciated . My wife and I highly recommend Mike and his White Oak team!
Relationship to Financial Advisor: Client as of Oct 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Highly recommend! My family has a much more secure financial future thanks to Mike, Amy, Travis and Tiffany! If you are looking for a trustworthy financial advisor, look no further. Five stars!
Relationship to Financial Advisor: Client as of Oct 29, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2024
Entrusting our finances to White Oak Wealth Partners six years ago was one of the best decisions that we’ve ever made. Mike, Amy, Tiffany, and Travis are exceptional at what they do. They have taken the stress out of not just managing our finances in the here and now, but also planning for our secure future, and making sure we are structured to enjoy the life we are blessed to be living today. When you become their client, you become like family. You are not just another number in a laundry list of clients. Never have we felt rushed or like they are pressuring us into a plan that we are not comfortable with. From the get go, everything has been tailored specifically to our needs and comfort level. Not only do they explain everything in layman’s terms, but they are always working hard to customize our financial plan in a unique way to fit our particular goals and tax situation. They keep us current with the ever changing financial climate. Aside from their expertise in what they do, they are always very timely and professional with their correspondence. Whether it is in-person, by email, text, phone, video call, etc. , they are very prompt and respectful. With three college aged kids who are not cheap to support, WOW has helped us carry out our plan for supporting them and helping them to take off with their own futures, while still assuring we are postured for a healthy future of our own. It doesn’t matter where you are in the country or world, WOW’s got you and will make it happen. Also, we feel it is important to point out that WOW goes above and beyond with personal touches throughout the year in celebrating life’s special times with us. They truly care like family. WOW is a class act. One thing is for sure, we wouldn’t trust our family’s financial future to any other team. Our only regret is that we did not become clients sooner!
Relationship to Financial Advisor: Client as of Oct 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 25, 2024
5 stars - Exceptional Personalized Financial GuidanceMy husband and I have been working with White Oak Wealth Partners for the past 7 years and cannot recommend them highly enough. From our very first meeting, the team has demonstrated an exceptional level of knowledge, expertise and personalized service.What sets White Oak Wealth Partners apart is their genuine interest in understanding our unique financial situation, goals and concerns. They ask thoughtful questions, listen intently, and use this deep understanding to craft a customized plan that aligns perfectly with our needs. The advice and recommendations they provide always feel tailored to us, not generic one-size-fits-all solutions.In addition to their expertise, the White Oak Wealth Partner team is incredibly trustworthy and responsive. They explain complex financial topics in easy to understand terms and are always available to address any questions or concerns I have. I never feel rushed or pressured - they truly want to partner with us to optimize our financial wellbeing.Thanks to Mike and Travis at White Oak Wealth Partners, my husband and I have been able to make meaningful progress towards our long-term financial goals. We have complete confidence that they are steering us in the right direction and we are grateful for their incredible service. I would recommend White Oak Wealth Partners to anyone seeking a truly personalized and exceptional wealth management experience
Relationship to Financial Advisor: Client as of Sep 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 15, 2024
Great customer service! They are quick to answer questions and to help in any way they can. We are happy to be with White Oak Wealth Partners!
Relationship to Financial Advisor: Client as of Sep 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2024
I highly recommend White Oak Wealth Partners. Mike, Amy, Travis, and Tiffany are awesome to work with. They are very knowledgeable and have guided us to help us reach our financial goals. The service they provide is first class!
Relationship to Financial Advisor: Client as of Sep 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 8, 2024
Mike and his team have been super easy to work with. They have been very responsive to all of our financial needs. Mike is very knowledgeable when it comes to creating ways to help us meet our financial planning needs. I would recommend White Oak Wealth Partners to anyone.
Relationship to Financial Advisor: Client as of Sep 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 5, 2024
Mike, Amy, Travis, and Tiffany are amazing people. They have been so professional and understanding of what my wife and I are working towards. They are so knowledgeable whether it is short-term or long-term goals you may be after they are definitely the way to go. They also will make you feel like part of the family as well. We are so blessed and grateful to be connected with White Oak Wealth Partners both personally and professionally!!
Relationship to Financial Advisor: Client as of Sep 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2024
Mike, Amy, Tiffany, and Travis are super financial advisors. They are very caring people. We are made to feel like family rather than clients.Chris and Denny Anderson
Relationship to Financial Advisor: Client as of Sep 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2024
White Oak has helped me to feel confident with my future and investments. In a time when it is easy to think I could simply use “google answers” and figure out what I should be putting my money into, White Oak takes all the guess work out, and makes me confident in all that they do. Their staff is beyond helpful and friendly. I live out of state, yet they feel like they’re right down the street.
Relationship to Financial Advisor: Client as of Sep 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
Mike, Amy, Tiffany and Travis have been invaluable to our family for many years. I’m not only referring to their skills regarding financial planning, or their over-the-top customer service but so many other things that can’t be measured in dollars and cents. Their friendship, caring, genuine concern, the joy they share, those little things they do…..that’s what sets them apart. They travel the journey with you - good and bad. Couldn’t give a higher recommendation than what we’d give White Oak Wealth Partners.
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
My husband and I are super impressed by the services provided by White Oak. They take the time to really get to know you and your financial goals. They help you to create the future you envision for retirement. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
My husband and I were at a crossroads regarding financial advisors. Ours had recently changed jobs, and we made a decision to interview four advisors before transferring any funds. Mike Nedreski and Travis Bert met with us in March 2023. We walked out of that initial meeting knowing they were our choice. Over the next few months, they assisted us with every aspect of our financial planning. We’ve now been with White Oak Wealth for over a year. Mike, Travis, and Tiffany are very attentive to any requests. We meet often for financial reviews. We’ve been educated in so many different options when doing estate planning. I have complete confidence in my advisors. Additionally, I’m impressed with the many charitable events they sponsor or engage in throughout our community. They do good deeds! Without hesitation, we recommend White Oak Wealth to family and friends.
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
We are so fortunate to have White Oak Wealth Partners as our financial advisors. Their personal and professional approach to wealth management is unmatched in the industry. They have made it possible for us to achieve our financial goals. We highly recommend contacting them for a consultation.
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
I am not a client of White Oak, but a long time friend of the Nedreski family, Tiffany Grinder, and the Bert family. They have built a wonderful business built on trust and values, and I can see that in their interactions with their clients. They are all kind and personable people who take great care of those they work with. You would be remiss if you went with another financial advisor in the Erie area!
Relationship to Financial Advisor: Client as of Sep 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 7, 2022
Relationship to Financial Advisor: Client as of Jun 7, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 3, 2022
Relationship to Financial Advisor: Client as of Apr 3, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Get answers to frequently asked questions regarding the services offered by Michael J. Nedreski, CRPC®
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FAQs
Who does White Oak Wealth Partners work best with?
We specialize in tax planning and wealth management for business owners, corporate executives, retirees, and pre-retirees who want a strategic, tax-efficient approach to their financial future. Our team focuses on retirement income planning, business succession, and legacy planning for families who want to build enduring wealth and see its impact.
Can you help with business succession planning?
Yes. We work with business owners who want to preserve their wealth through the succession of their business, coordinating with your other professional advisors to help develop a strategy that protects what you've built and supports a smooth transition as ownership changes hands.
FAQ Disclosures
Still have questions? Contact us today and we’ll be happy to help.
