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

News & Insights

Episodes 4 and 5 of The Special Needs Voice are now available
Podcasts & Tips
Logo of The Special Needs Voice podcast with Spotify branding.
Planning for the Neurodivergent Population
Podcasts & Tips
Silhouette of a human head made from torn paper with colorful pieces on top.
211 Wisconsin – Connecting you with nonprofit and government services
Podcasts & Tips
Logo of Wisconsin's 2-1-1 information and referral service.
Neil Mahoney met up with my529 at a recent event – Here’s what they discussed
In The Media
Mother and daughter bonding with books, promoting investment in child's future.
Two new episodes of The Special Needs Voice are now available
Podcasts & Tips
Logo of The Special Needs Voice podcast with Spotify branding.
The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
Podcasts & Tips
Cover slide titled 'The Essential Elements of a Successful Special Needs Plan'.
What makes parenting a young adult with Down syndrome different?
Podcasts & Tips
World Down Syndrome Day awareness graphic with colorful hands and a ribbon.
Ryan McGuire – featured guest on the Healthy Love and Money podcast
In The Media
Webinar announcement featuring Ryan McGuire on special needs financial planning.
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