Michael C. Walther II CPA/PFS, CFP ® , CFA ®
Mike Walther founded Oak Wealth Advisors LLC in 2008. Mike’s passion for helping people led him to open the firm so that families seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy. Mike’s mission is to assist individuals and families in achieving financial security and enjoying their lives to the fullest extent possible.
Prior to opening Oak Wealth Advisors, Mike held leadership positions with three of the most respected independent financial advisory firms in Chicago. At these firms, in addition to serving clients, he served on the investment committees, shaped the strategic planning, and developed a strong network of professionals with whom he continues to work.
His expertise has been sought by the American Institute of Certified Public Accountants (AICPA), the Chartered Financial Analyst Institute, the National Association of Personal Financial Advisors and the Garrett Planning Network.
He has also written financial planning articles for the Chicago Sun-Times, and has been featured or quoted in The Wall Street Journal, Business Week, The New York Times, and numerous other national publications.
Mike’s long history of not-for-profit board service includes serving as either the President or Treasurer of the National Association for Down Syndrome, Life’s Plan Inc., and the Northern Suburban Special Recreation Foundation. He has also co-chaired the financial management committee of the Winnetka Congregational Church and the Church’s planned giving committee.
In 2008, Mike was recognized by Institutional Investor News as one of the 20 Rising Stars of Wealth Management. The national recognition continued in 2011, 2012, and 2014 with feature stories about Mike and Oak Wealth Advisors in some of the financial services industry’s most respected publications.
Over the last several years, Mike has guest-lectured and taught special needs financial planning classes at three Big 10 universities and Texas Tech University.
He received his BS degree in Economics and MBA with a concentration in Accounting from Vanderbilt University. He received his CPA certification from the University of Illinois Board of Trustees, Personal Financial Specialist designation from the AICPA, CERTIFIED FINANCIAL PLANNER certification from the CFP® Board, and CFA® designation from the AIMR Board of Governors. Mike is a member of the AICPA, the Financial Planning Association, and the CFA Institute.