We are proud to be acknowledged by NEWSWEEK as one of the Top 5% of the advisory firms they evaluated.

NEWSWEEK has named Oak Wealth Advisors as one of America’s Top Financial Advisory Firms!

The companies on America’s Top Financial Advisory Firms 2025 are leading the charge, providing clients with the expertise, transparency and personalized attention they’re looking for. These firms are not only helping individuals and businesses grow their wealth but empowering them to navigate complex financial decisions with confidence.

Read the full Newsweek article Here