Financial First Advisors
46yrs
Top advisor by experience in Columbia
14yrs
William Berger
Full name on record: William David Berger
Financial advisor at White Oak Wealth Management
William Berger is a fiduciary financial advisor in Columbia, Maryland, with 14 years in the industry. William joined White Oak Wealth Management in 2019, after three years at Hayden Royal and three years at Biegel Waller Investment Advisory Services. White Oak Wealth Management offers investment management and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2 million
Advisors at the firm3
States licensed ?1 state
Services through White Oak Wealth Management
Investment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowWhite Oak Wealth ManagementCurrent firm
- 2016 – 2019Hayden RoyalPreviously
- 2013 – 2016Biegel Waller Investment Advisory ServicesPreviously
Contact William
(443) 741-9101White Oak Wealth Management main office 8840 Stanford Boulevard, Suite 4000Columbia, MD 21045Office · Get directions Firm websitewww.whiteoakwealthmanagement.com
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Questions to ask William
Tailored to William’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call White Oak Wealth Management at (443) 741-9101 and ask for William Berger. William works from the Columbia, MD office.
How long has William been a financial advisor?
William has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does William hold?
Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
White Oak Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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