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.



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!



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.



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…



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…



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



Financial firm focuses on future of those with special needs

The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent of flights are not on course but over 99 percent…