Michael “Mike” White, CFS®, AIF®
Managing Partner – Director of Investment Management and Client Relations
Industry Related Accreditations:
Certified Fund Specialist ®, Accredited Investment Fiduciary ®
Educational Experience:
Western Illinois University
About Mike
With over three decades of experience in financial services, Mike embarked on his professional journey at a regional insurance company, where he cultivated a deep-seated passion for client-focused recommendations. Transitioning through diverse roles at various investment management firms, his unwavering commitment to prioritizing clients’ best interests culminated in the establishment of Waterside Financial Advisors. Leading this endeavor, he is dedicated to empowering individuals, couples, and families to achieve their financial aspirations.
Outside of his work, Mike derives immense joy from nurturing deep connections with his expanding family. Whether supporting his children’s diverse interests or embarking on adventures with his wife, every shared moment holds profound significance. These experiences not only enrich their lives but also underscore the value of cherishing memories and cultivating a strong sense of unity within the family unit.
Mike’s dedication to community service runs deep, inspired by the legacy of his parents’ profound involvement in volunteerism in the Rockford area. Drawing from their example, he has actively participated in various community initiatives and continues to be a staunch advocate for service. Through his ongoing commitment, Mike strives to make a positive impact and contribute to the well-being of the community that has shaped him.
Fun Facts
Dinner with a historical figure - who and why?
If given the chance, I would dine with Benjamin Franklin for his multifaceted brilliance and practical wisdom, seeking insights into both life and finance.
Surprising talent or hobby?
My unexpected talent lies in my deep appreciation for the outdoors and the preservation of nature. Whether it’s through hiking, birdwatching, or engaging in conservation efforts, I find solace and purpose in the beauty of the natural world.
Book Genre:
I am drawn to non-fiction books that explore themes of personal growth, resilience, and introspection. While I appreciate various philosophies, I’m particularly inspired by Stoic principles and their practical applications in everyday life. If I were to write a book, it would delve into these themes under the title “In Search of Self,” offering insights into finding purpose and fulfillment amidst life’s challenges.
Check the background of investment professionals on FINRA’s BrokerCheck.
Office Hours
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite 204, Rockford, IL 61107