All posts by: Oak Wealth Advisors Team

We are excited to welcome Jonathan Chavez Montenegro as our new intern in the Madison, WI office! Read more about...

Special Needs Financial Planning Tip #8 by Mike Walther of Oak Wealth Advisors: Develop A List of Future Caregivers…...

Guest Speaker - Amy McCarty: Partner at Monahan Law Group in Chicago, Amy is recognized as a leading attorney in...

The Think Differently Database Act, which mandates the creation of a comprehensive national resource database for individuals with disabilities and...

More good news to start 2025 for recent beneficiaries of inherited IRA accounts. If you inherited an IRA in 2020...

Oak Wealth Advisors is thrilled to announce that Ryan Niemiller, the talented comedian who placed third in his season on...

Tip number 7 is to establish an ABLE Savings Account to benefit an individual with a disability.…...

For more than a decade, we have collaborated with various disability organizations to create artwork for our Oak Wealth Advisors...

At the beginning of 2024, we launched The Special Needs Voice, our original podcast, which highlights individuals and organizations in...

Guest Speaker Angie Gallus - Vice President of Mission Advancement at KLN Family Brands and co-founder of Finley’s a dog...

Our goal is to help 10,000 people over the next 10 years! The future of Oak Wealth Advisors is very...

With 2025 on the horizon, Neil Mahoney discusses some end of the year planning items and important reminders heading into...