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Posts filed under: ARTICLES ABOUT OAK WEALTH ADVISORS

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 a story of doing what people thought could not be done.  The experts in the......
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‘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 he realized he wanted to help families with special needs make better decisions and become......
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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 clients, who are featured in the article, feel we have improved their lives...
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