836 Skokie Boulevard, Northbrook, IL 60062

Wealth & Financial Planning for Families of Special Needs Members

Member of the Academy of Special Needs PlannersIllinois Member Academy Special Needs Planner

We are proud to be the first fiduciary financial services firm in Illinois admitted into the Academy of Special Needs Planners.

Fiduciary Wealth Management

From our inception, we have been a fiduciary financial services firm. We always put our clients’ interests first as we help them make the most of their time and money.
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Why should I hire
Oak Wealth Advisors?

Special Needs Services

Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members. We introduce, integrate, and coordinate services from attorneys and other specialists who serve the special needs community.
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