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Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
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Oak Wealth Advisors' Publications | Blog
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Market Update for Q2 2025
by
Oak Wealth Advisors Team
July 16, 2025
2025 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Mike Walther, Founder and President of Oak Wealth Advisors with your Market Update for Q2 2025. ...
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Podcast Episode 29 | Our Podcast Featuring The Dating Mix
by
Oak Wealth Advisors Team
July 15, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Featuring Guests - The co-creators of The Mix Dating (KIM KOTURO & JEN UNANGST) on The Special Needs Voice Podcast....
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Creative Spend Down Solution | Video
by
Oak Wealth Advisors Team
July 14, 2025
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther with today's special needs planning tip, and this is an advanced tip really for use by a family...
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Community Perk of the Month – Amusement Park Passes
by
Oak Wealth Advisors Team
July 14, 2025
The Special Needs Advisory
0
Amusement parks such as Six Flags and Disney often have accommodation options for riders with disabilities. These options typically include...
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Oak Wealth Advisors Featured on Fox 32 Chicago TV
by
Oak Wealth Advisors Team
July 14, 2025
In The Media-Articles
0
We are honored to have been featured on Fox Chicago to share the story Oak Wealth Advisors, and our new...
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Pre-mortem Financial and Estate Planning
by
Oak Wealth Advisors Team
June 12, 2025
2025 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Hi, I'm Mike Walther from Oak Wealth Advisors with a different approach to planning. I want everyone to think about what's...
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Podcast Episode 28 | The Special Needs Voice Podcast Featuring Ellie Rosenthal Strisik
by
Oak Wealth Advisors Team
June 12, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Our Guest Speaker: Ellie Rosenthal Strisik, Creator of College for All, an online platform that offers various resources to neurodivergent...
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Podcast Episode 27 | The Special Needs Voice Podcast Featuring Ryan Niemiller
by
Oak Wealth Advisors Team
June 11, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Our Guest Speaker: Ryan Niemiller is a standup comedian who rose to fame after finishing in 3rd place on season...
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Oak Wealth Advisors Market Update: June 2025
by
Oak Wealth Advisors Team
June 11, 2025
2025 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Mike Walther, Founder and President of Oak Wealth Advisors with your June 2025 market update. ...
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It’s Okay to Laugh | Oak Wealth Advisors New Book
by
Oak Wealth Advisors Team
May 12, 2025
ARTICLES ABOUT OAK WEALTH ADVISORS
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The Special Needs Advisory
0
Exciting news for the disability community! The Oak Wealth Advisors book, It’s Okay to Laugh, has been published and we...
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Special Needs Financial Planning Tip #11
by
Oak Wealth Advisors Team
May 5, 2025
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip #11 - Create a Safety Plan that focuses on the challenges your family member with special needs may face...
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Podcast Episode 26 | The Special Needs Voice Podcast Featuring Teri Bodeman
by
Oak Wealth Advisors Team
May 5, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Our Guest Speaker: Founder of Benefit Boost, Inc., Teri Bodeman assists individuals with disabilities and their families in the process...
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FREE National Parks pass for people with disabilities
by
Oak Wealth Advisors Team
May 1, 2025
The Special Needs Advisory
0
People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
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Podcast Episode 25 | The Special Needs Voice Podcast Featuring Dan & Samuel Habib
by
Oak Wealth Advisors Team
April 15, 2025
Special Needs Podcasts
,
The Special Needs Advisory
0
Guest Speakers - Dan & Samuel Habib, The Emmy award winning father-son filmmaking team behind My Disability Roadmap and The...
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New Tax Planning Software
by
Oak Wealth Advisors Team
April 15, 2025
2025 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
Special Needs Resources
0
We have new income tax planning software that we have been rolling out with clients in 2025. This software identifies...
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