Oak Wealth Advisors Mike Walther Biography Photo

Biography of Michael C. Walther II


To assist families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.


Born and raised in St. Louis, Missouri

One brother on the Autism spectrum with other developmental delays

Bachelor Degree and M.B.A. from Vanderbilt University

Professional Credentials

  • CPA/ Personal Financial Specialist
  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Advisor (CFA®)

Career Highlights
Began career as tax accountant at Arthur Andersen; Co-Founded and led Altair Advisers to manage $2.7 billion in client assets; Founded Oak Wealth Advisors in the midst of the 2007-2009 recession to serve families with members with special needs; NAPFA 2023 Excellence in DEI Award winner; ‘Investment News’ inaugural list of Hot 100 wealth professionals redefining success in the industry


Married for 30+ years to Beverly Walther
We have two children

I enjoy playing, coaching, and watching sports

I have been collecting sports memorabilia since childhood and have amassed one of the largest collections in the country


Book: Intellectual and Developmental Disabilities co-authored chapter on special needs financial planning

Magazines: Business Week, Investment News, CFA Institute Journal, Financial Planning, Financial Advisor
Newspapers: The Wall Street Journal, The New York Times, The Washington Post, Chicago Sun-Times
Television: CNBC, Chicago ABC News


First IL financial planner admitted into Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader, NAPFA DEI Committee Member, Frist Center for Autism and Innovation Advisory Board member, Former treasurer of the National Association for Down Syndrome and the Northern Suburban Special Recreation Foundation