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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Celebrating Impactful Holiday Gift Giving
by
Oak Wealth Advisors Team
December 13, 2024
Special Needs Resources
,
The Special Needs Advisory
0
Over the past 10 years, Oak Wealth Advisors has made it a priority to partner...
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2025 Key Financial Numbers
by
Oak Wealth Advisors Team
December 11, 2024
2024 Deep Rooted Thoughts
,
2025 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below you will find a link to our 2025 Key Financial Numbers document. This document...
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Podcast Episode 19 | The Special Needs Voice Podcast Featuring Denise Fisher
by
Oak Wealth Advisors Team
December 2, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative...
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Election Outcomes Won’t Result in Immediate Policy Change
by
Oak Wealth Advisors Team
November 30, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
Investment Principles
0
Policy changes aren’t immediate after the election - With a new administration going into the...
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Special Needs Financial Planning Tip #6
by
Oak Wealth Advisors Team
November 30, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and...
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Podcast Episode 18 | The Special Needs Voice Podcast Featuring Kandi Pickard
by
Oak Wealth Advisors Team
November 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates...
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November is National Family Caregiver Month
by
Oak Wealth Advisors Team
November 22, 2024
The Special Needs Advisory
0
Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just...
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Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
by
Oak Wealth Advisors Team
October 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching...
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Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
by
Oak Wealth Advisors Team
October 22, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate,...
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Ryan McGuire Appointed to State Advisory Boards
by
Oak Wealth Advisors Team
October 22, 2024
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
Wisconsin Governor Tony Evers appoints Ryan McGuire to State Advisory Boards
Ryan McGuire, Senior Consultant...
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Stop Losing a Portion of Your Loved One’s SSI Check
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
An important update on a new rule from the Social Security Administration, effective as of...
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Special Needs Financial Planning Tip #5
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working...
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Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
by
Oak Wealth Advisors Team
October 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Caroline shares everything from how she first got involved, to how it’s shaped her worldview,...
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Special Needs Financial Planning Tip #4
by
Oak Wealth Advisors Team
September 25, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special...
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Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Ashley uses her passion and social media savvy to provide advocacy and community for families...
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