Oak Wealth Advisors Ryan McGuire Biography Photo

Biography of Ryan McGuire


To provide families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.


Born and raised in Mineral Point, Wisconsin, Big brother to Caiti, whose lifelong resiliency in the face of challenging diagnoses is the inspiration behind his work.

Bachelor Degree in Economics and Personal Finance from the University of Wisconsin.

Professional Credentials:

  • Certified Financial PlannerTM (CFP®)
  • Chartered Special Needs Consultant® (ChSNC®)
  • Certified Private Wealth Advisor (CPWA®)

Career Highlights: Spent seven years with a national CPA-Based Registered Investment Advisor working with families and business owners across the country.

Taught three semesters in the Personal Finance program at the University of Wisconsin.


Husband to Abby, a family medicine Physician Assistant and Boston Marathon racer

Dad to a rambunctious toddler and fun-loving Goldendoodle

High school wrestling referee

Avid country music fan, rhythm guitarist, and very amateur wedding singer

Fan of the Green Bay Packers, Milwaukee Brewers and Bucks, and the Wisconsin Badgers


Presented at Schwab Impact national conference on their Young Advisor Spotlight panel

Presented at ARC Dane County seminar

Presented for Money Smart Week at the University of Chicago

Various Special Needs Planning lunch-and-learn sessions for lawyers and accountants

University of Wisconsin:

Adjunct Associate Lecturer in the School of Human Ecology

Guest lecturer on careers as a CFP®, first job preparedness, and special needs planning

Academic tutor and mentor, UW Athletic Department

Board Member of the SoHE Personal Finance Alumni Network


Magazines: Featured as the Professional of the Week in InBusiness Madison

Written on a range of topics including taking ownership of personal finances, social security filing strategies, ABLE accounts, and special needs trusts


Member of the Academy of Special Needs Planners, Former Chair and current volunteer Board Member of Wispact, Inc., a pooled special needs trust administrator