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 own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain...
Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...