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Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
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ABLE Accounts – Even Better in 2018
by
Oak Wealth Advisors Team
January 11, 2018
The Special Needs Advisory
0
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
Read More →
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2018 – You are off to a great start!
by
Oak Wealth Advisors Team
January 9, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
Read More →
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Mike Walther honored in Investment News
by
Oak Wealth Advisors Team
September 19, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
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Supreme Court Clarifies Free Appropriate Public Education
by
Oak Wealth Advisors Team
March 30, 2017
The Special Needs Advisory
0
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
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Planning a Financial Future as the Parent of a Child with Special Needs
by
Oak Wealth Advisors Team
February 9, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
0
...
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2016 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
October 7, 2016
The Special Needs Advisory
0
...
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Oak Wealth Advisors expertise featured on CNBC
by
Oak Wealth Advisors Team
September 12, 2016
Special Needs Resources
0
...
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Recommendations For More Successful I.E.P. Meetings
by
Oak Wealth Advisors Team
August 8, 2016
The Special Needs Advisory
0
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
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ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
0
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
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Before Signing, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
0
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
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THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
0
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
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