Mike Walther named to Investment News inaugural Hot 100 List of wealth professionals redefining success in the industry
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.
Mike is proud that his work and that of the Oak Wealth Advisors team is being recognized by the financial services industry. In delivering fiduciary wealth management services and special needs financial planning, Oak Wealth Advisors has been expanding opportunities for families with loved ones with disabilities across the country for over 15 years. Oak Wealth Advisors has also been educating future financial advisors and industry professionals about the unique planning opportunities and challenges faced by families with loved ones with special needs.
Hot 100 List Methodology
In August, 2023, Investment News invited wealth professionals from across the country to nominate their most exceptional leaders for the inaugural Hot List. After receiving hundreds of nominations, Investment News narrowed the list down to 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s Hot List represents the best the industry has to offer.