Black Oak Asset Management recognized for education efforts
by By Matt Shinall, matt.shinall@daily-tribune.com
Aug 07, 2012 | 2125 views | 0 0 comments | 20 20 recommendations | email to a friend | print
Josh McWhorter, president and founder of Black Oak Asset Management, welcomes a group of ladies attending the firm’s presentation, Dollars and Sense, a series of financial strategies for women.
SKIP BUTLER/The Daily Tribune News
Josh McWhorter, president and founder of Black Oak Asset Management, welcomes a group of ladies attending the firm’s presentation, Dollars and Sense, a series of financial strategies for women. SKIP BUTLER/The Daily Tribune News
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Cartersville financial planner Josh McWhorter recently was tapped to join the ranks of America’s Premier Experts to be on call for media appearances.

With previous inclusions in The Atlanta Journal Constitution, U.S. News & World Report and www.SmartMoney.com, McWhorter and his team at Black Oak Asset Management are not new to media attention, but should expect additional exposure after their recent addition to America’s Premier Experts, a resource for national news outlets.

“They had contacted me several months ago and looked at doing some interviews with Fox Business, CNBC — those types of groups — and they were looking for financial advisors. I went through a little bit of an interview process, had to actually go down there and talk on TV to see if I would fit what they were looking for,” McWhorter said. “Once they went through that process, there was just a handful of people selected and I was one of them.”

An Orlando-based organization, America’s Premier Experts recognize professionals from various industries for their education outreach. While media spotlights focus attention to a much larger scale, Black Oak has made strides with local informational efforts as well.

Last week, the Cartersville firm hosted its 10th installment of Dollars & Sense, a free financial strategy seminar held over lunch at the Cartersville Country Club each month with information geared toward women.

“In our very first one, I think we had 93 women show up. It was something else. Since, we have consistently stayed around 60 women,” McWhorter said. “We talk about various topics from very simple, how to balance a check book, pay your bills, to who you need to call after the death of a loved one, to actually how you generate income in this type of environment with low interest rates, creeping up inflation and scary stock markets.”

Adairsville resident Beth Smith has attended all of the Dollars & Sense programs but one and appreciates the efforts made by Black Oak to educate clients and the public at large on matters of personal finance and investment strategies.

“I think it gives an opportunity for women to come together in a comfortable, non-threatening environment to learn about investments that are important to financial success and it gives us an opportunity to ask questions that pertain to our needs, as well as probably everyone else’s, but in particular to needs that are specific to women,” Smith said. “As a novice investor, I’m learning something every time — things like estate planning, the importance of a balanced portfolio and what specific things are in a balanced portfolio — but I think the main thing I get from Josh and his company, is there should not be any cookie cutter investments, that everyone’s needs are different.”

McWhorter looks forward to working with additional media contacts in addition to sharing information with area residents. While education efforts allow for business promotion and marketing, the inspiration guiding McWhorter’s business originates from a more personal desire.

“I sat down long and hard over the past year to try and figure out why I was doing this, why I was doing financial planning in general, and a few things really came back to me,” McWhorter said. “Personally, I have this mission to build God’s kingdom and I think when people stop worrying about their money and start realizing the things they can do through leveraging the resources they have been given — and I’m not talking about just money, but also relationships — it’s amazing what can be done.

“From a business perspective, it’s a little along the same lines of not having people worry about their money. Too often, we see people retire and then they live in fear the rest of their life. Well, that’s not really retirement, that’s not really living.”

For more information, visit www.blackoakam.com or call 770-382-5792.