IN THE MEDIA…

AND MORE…

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.

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Ryan McGuire – featured guest on the Healthy Love and Money podcast

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.

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.

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Oak Wealth Advisors Sr. Consultant Ryan McGuire featured by the University of Wisconsin School of Human Ecology

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.

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.

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Walther named to inaugural Investment News Hot 100 List

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.

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Article listed on NAPFA Diversity & Inclusion Initiative

As a NAPFA DEI Committee Member, Mike Walther has shared his article this April for Autism Awareness month.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

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Around Town with Mike Walther

Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain that Maddy Gillespie, daughter of Randi Gillespie, was working the morning he arrived. Although she was working in the back tediously folding pink Crumbl cookie boxes, Mike informed the front staff that he was only going to place his order with Maddy. Until that time, Maddy had never worked in the front of the store, nor had she ever “presented” the famous Crumbl cookie to any customer. That did not matter to Mike. He wanted to create an additional vocational experience for Maddy and of course, his request was granted!

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Here’s how ABLE accounts, special needs trusts differ … and how they can work together

Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither can be used to pay for certain basic expenses covered…

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Creating a special needs trust? Here are the costs, what you need to know and who to use

Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored to be a major contributor to the article. Please share the article with your friends who have loved ones with special needs to reinforce the importance of the trusts in their family’s planning.

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Oak Wealth Advisors at 10 Years!

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…

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Mike Walther honored in Investment News

‘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…

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Planning a Financial Future as the Parent of a Child with Special Needs

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