In The Media-Articles
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We are excited to welcome Jonathan Chavez Montenegro as our new intern in the Madison, WI office! Read more about...
Plant-A Insights Group and Newsweek's America's Top Financial Advisory Firms 2025 was awarded in December...
Wisconsin Governor Tony Evers appoints Ryan McGuire to State Advisory Boards
Ryan McGuire, Senior Consultant for Oak Wealth Advisors, was...
Ryan McGuire, Senior Consultant for Oak Wealth Advisors, was...
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...
We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook office! Mickey has a great...
(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray! Her photograph was selected by...
Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors at a recent event where...
Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
As a NAPFA DEI Committee Member, Mike Walther has shared his article this April for Autism Awareness month.
The National...
Oak Wealth Advisors was named the 2023 NAPFA Excellence in DEI Award Winner this month by the National Association of Personal Financial...