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Posts filed under: In The Media-Articles

Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
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Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...
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Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
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As a NAPFA DEI Committee Member, Mike Walther has shared his article this April for Autism Awareness month.

The National...

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Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain...
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Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
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Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
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The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
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We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent...
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