IN THE MEDIA…
- Walther named to inaugural Investment News Hot 100 List
- Profiled in Inside Information newsletter – October 2023
- Featured in Investment News
- Profiled in Financial Planning magazine
- Featured on CNBC
- Featured in Make It Better magazine
- Profiled in The Glencoe Anchor
- Profiled in Financial Advisor magazine
- Profiled in Inside Information newsletter
- Profiled in The North Shore Weekend
- CNBC – Special Needs Families Get New $100K Savings Tool
- CNBC – Setting Up A Special Needs Trust?
- CNBC – How to Set Up a Special Needs Trust
- Featured in Investment News – Making Dreams Come True for Clients
- Chicago Tribune – A boy, his sister and Down syndrome
- AARP Magazine – Providing for a Relative With a Serious Illness
- The New York Times – The Psychic Toll Paid in a Special Needs House
- The New York Times – Assuring Care of a Family Member With Special Needs
- Wall Street Journal – Special Tax Deductions for Special Education
- Inside Information – Special Needs, Special Planning
- CFA Institute
- The Washington Post – Before You Buy That Collectible
- Chicago Tribune – Providing Another Teachable Moment
- Financial Advisor- Special Advice for Special Needs Parents
AND MORE…
PUBLISHED:
We are excited to welcome Jonathan Chavez Montenegro as our new intern in the Madison, WI office! Read more about Jonathan.
PUBLISHED:
Plant-A Insights Group and Newsweek’s America’s Top Financial Advisory Firms 2025 was awarded in December 2024 and is based off of publicly available data covering 2019-2024. No compensation was paid, directly or indirectly, by Oak Wealth Advisors in connection with obtaining or using this award.
We are proud to be acknowledged by NEWSWEEK as one of the Top 5% of the advisory firms they evaluated.
PUBLISHED:
Wisconsin Governor Tony Evers appoints Ryan McGuire to State Advisory Boards
Ryan McGuire, Senior Consultant for Oak Wealth Advisors, was recently appointed by Wisconsin Governor Tony Evers to serve on two state advisory boards: the Wisconsin Board for Persons with Developmental Disabilities (BPDD) and the Wisconsin College Savings Program Board. These appointments reflect his ongoing efforts to advocate for individuals with disabilities and promote the field of special needs financial planning.
PUBLISHED:
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was one of seven individuals recognized for their exceptional support of the intellectual and developmental disability community. The agency summarized Ryan’s contributions at the awards presentation…
PUBLISHED:
We are very excited to introduce Mickey Cohen, our new summer intern at our Northbrook office! Mickey has a great passion for supporting families with loved ones with special needs, and we are thrilled to have him on board.
PUBLISHED:
(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray! Her photograph was selected by Oak Wealth Advisors for their 2024 holiday card. Alyssa loves…
PUBLISHED:
Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors at a recent event where he presented on the topic of financial considerations for families…
PUBLISHED:
Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan provides a unique perspective on the intricacies of Special Needs Financial Planning, highlighting the tremendous benefits he has witnessed in the field.
PUBLISHED:
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance major at the UW–Madison School of Human Ecology, Ryan McGuire ’14 was convinced he found a good fit for a career as a certified financial planner. He wasn’t prepared for his perspective to expand tenfold once guest lecturer Mike Walther, founder and president of Oak Wealth Advisors, paid a visit to one of Ryan’s classes. Call it fate or good timing, the chance meeting permanently set a course for Ryan’s career.
PUBLISHED:
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their inaugural Hot 100 list (see methodology below). The list includes “All-Star wealth professionals” who are “redefining success in the industry.” Alongside Mike on the list are Securities and Exchange Commission (SEC) Chairman Gary Gensler, Certified Financial Planning (CFP®) Board Chairman Dan Moisand, and the CEO’s of JP Morgan Chase, Vanguard, Fidelity, PIMCO and many of the country’s other most respected investment management firms.