Oak Wealth Advisors is excited to announce that Ryan McGuire has joined Mike Walther as a partner/owner of the firm.
Ryan’s new ownership establishes the foundation for Oak Wealth Advisors’ ability to remain a privately owned fiduciary financial services firm for many years to come. At a time when many firms are taking outside money and folding their practices into giant firms, Oak Wealth Advisors will continue to be 100% employee-owned.
Mike stated, “I am thrilled to welcome Ryan as a partner! As a valued teammate, we have developed a great partnership in building Oak Wealth Advisors over the past several years, and I look forward to the future with him managing the firm with me.”
Ryan adds, “The opportunity to become an owner in the firm and continue advancing our mission is one I’m incredibly excited about. I’m deeply grateful to be surrounded by such a compassionate team and to work with clients who inspire me every day.”
