Oak Wealth Advisors specialize in fiduciary wealth & financial planning for families with members of Special Needs, serving clients nationwide with offices across the country. Having been admitted into the Academy of Special Needs Planners, Oak wealth offers services and helpful resources to assist families with children or members of special needs.
Why should you hire Oak Wealth Advisors? When we first meet with you, we don’t ask how much money you have; we ask how we can help you.
Oak Wealth Advisors was founded with a passion for helping families with Special Needs members achieve their goals, not for being the largest or most profitable financial services firm.
We’re among a small percentage of firms that put our clients’ interests ahead of our own – we ONLY get paid by our clients.
Many financial advisors get kickbacks from mutual fund firms and brokerage firms, incentive payments for making referrals, and bonuses for meeting sales targets.
Advisors at those other firms are chasing multiple sources of revenue, so their focus is divided.
Our SOLE FOCUS is on our CLIENTS. Isn’t that where you want your financial advisor’s focus to be?
At Oak Wealth Advisors, we use our knowledge and experience to give you more time to enjoy your life while we invest your wealth prudently, monitor your financial risks, and assist you with all of your financial and Special Needs planning decisions.
We also collaborate with your other trusted advisors, and listen to ensure that we maintain our focus on your highest priorities.
If you are seeking a relationship with an experienced, independent, financial advisor who’ll prioritize your needs and goals, and will actively listen and proactively communicate with you, we look forward to hearing from you.