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All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

Hi, I'm Mike Walther from Oak Wealth Advisors with a different approach to planning. I want everyone to think about what's...
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Our Guest Speaker: Ellie Rosenthal Strisik, Creator of College for All, an online platform that offers various resources to neurodivergent...
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Our Guest Speaker: Ryan Niemiller is a standup comedian who rose to fame after finishing in 3rd place on season...
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Mike Walther, Founder and President of Oak Wealth Advisors with your June 2025 market update. ...
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Exciting news for the disability community! The Oak Wealth Advisors book, It’s Okay to Laugh, has been published and we...
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Tip #11 - Create a Safety Plan that focuses on the challenges your family member with special needs may face...
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Our Guest Speaker: Founder of Benefit Boost, Inc., Teri Bodeman assists individuals with disabilities and their families in the process...
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
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Guest Speakers - Dan & Samuel Habib, The Emmy award winning father-son filmmaking team behind My Disability Roadmap and The...
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We have new income tax planning software that we have been rolling out with clients in 2025. This software identifies...
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Special Needs Financial Planning Tip No 10 by Mike Walther of Oak Wealth Advisors: Coordinate your planning with your relatives’...
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Mike Walther, Founder and President of Oak Wealth Advisors with your 2025 first quarter market update. ...
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