The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten years ago. Thank you for helping us get where we are today. Over the last ten years, it has been...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm with a $5 million minimum. His wife asked him what he would find most rewarding in life going forward, and...
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. As nice as the opportunity was to share our knowledge, we were even more grateful to read about how our...
