Skip Navigation
Oak Wealth Advisors, LLC | Special Needs Planning Logo

News & Insights

Episode 7 of the Special Needs Voice PodcastFeaturing Guest Erik Carter
Podcasts & Tips
Logo of The Special Needs Voice podcast with Spotify branding.
NAPFA Podcast – Featuring Mike Walther
In The Media
Logo of Napfa Nation Podcast featuring headphones and a stylized microphone.
Does it make sense to maintain a Special Needs Trust?
Podcasts & Tips
Oak Wealth Advisors logo with text about maintaining special needs.
Discover how Supported Decision-Making empowers individuals with disabilities
Podcasts & Tips
Hands of diverse people connecting puzzle pieces together.
Congratulations to AbleVoices photographer, Alyssa Ray
In The Media
Three people smiling outdoors on a sunny day.
Episode 6 of the Special Needs Voice Podcast Featuring Judy Reilly
Podcasts & Tips
Promotional image for 'The Special Needs Choice' podcast featuring Judy Reilly.
First Quarter Market Update | Video
Market Insights
2024 first quarter market update with a background tree image.
2024 IRA Distribution Rules from Oak Wealth Advisors | Video
Market Insights
2024 IRA distributions from Oak Wealth Advisors announcement.
Man in business attire smiling and gesturing during a meeting.
Join Us
Upcoming Presentations
 Book cover with a laughing emoji and the title
Available Now
It's Okay to Laugh