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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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Oak Wealth Advisors Market Predictions Video | January 2024
by
Oak Wealth Advisors Team
January 17, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment market performance often have more...
Read More →
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Announcing our new and informative Special Needs Voice
by
Oak Wealth Advisors Team
January 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
We are very excited to announce the launch of our podcast,
Special Needs Voice.
The podcast will feature guests from around...
Read More →
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2024 Key Financial Numbers
by
Oak Wealth Advisors Team
January 3, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below you will find a link to our 2024 Key Financial Numbers document. This document is meant to serve as...
Read More →
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Oak Wealth Advisors Sr. Consultant Ryan McGuire featured by the University of Wisconsin School of Human Ecology
by
Oak Wealth Advisors Team
December 21, 2023
In The Media-Articles
0
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...
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Affordable Connectivity Program and Lifeline Credits
by
Oak Wealth Advisors Team
December 21, 2023
The Special Needs Advisory
0
Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
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How and Why you Should Freeze Your Credit
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....
Read More →
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Market Update December 2023
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
First, I wanted to touch on recent market events. As many of you may have seen in the news and...
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Special Needs Specialist | The Perfect Niche Practice is Making a Difference
by
Oak Wealth Advisors Team
December 12, 2023
Uncategorized
0
Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind in his face—a wind that...
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Walther named to inaugural Investment News Hot 100 List
by
Oak Wealth Advisors Team
December 10, 2023
In The Media-Articles
0
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
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September 2023 Market Recap
by
Oak Wealth Advisors Team
October 18, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant at Oak Wealth Advisors, provide a recap of the market performance in...
Read More →
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Market Update September 2023
–SECURE Act Planning Opportunities–
by
Oak Wealth Advisors Team
October 2, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I provide an update on planning opportunities created by the Secure Act that may be relevant to...
Read More →
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August 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
September 12, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant with Oak Wealth Advisors, provide an update on the market for August...
Read More →
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