Wealth & Fiduciary Financial Planning for Families of Special Needs Members

Member of the Academy of Special Needs PlannersIllinois Member Academy Special Needs Planner purple round Logo with hands up

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?

Oak Wealth Advisors was founded with a passion for helping families with Special Needs members achieve their goals…

Oak Wealth Advisors specialize in fiduciary wealth & financial planning for families with members of Special-Needs are based in the Chicago area. Oak Wealth have been admitted into the Academy of Special Needs Planners, while offering services and helpful resources to assist families with children or members of special needs.

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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