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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
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Our Podcasts
Special Needs Advice Videos
In The Media
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In The Media
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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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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Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability...
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Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive...
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Cyber Security Recommendation 2024
by
Oak Wealth Advisors Team
September 23, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther discusses how you can safeguard your personal information by freezing your credit with...
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The Ultimate Care Guide – The Most Important Document You Will Ever Create
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
What is the most important document you can create to help ensure that your loved...
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Special Needs Financial Planning Tips #3
by
Oak Wealth Advisors Team
August 2, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3...
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Preparing for a Successful School Year 2024
by
Oak Wealth Advisors Team
July 29, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
With the start of the school year right around the corner, Randi Gillespie shares her...
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Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
by
Oak Wealth Advisors Team
July 28, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His...
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Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
by
Oak Wealth Advisors Team
July 16, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to...
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Top 10 Special Needs Planning Tips – #2 Video
by
Oak Wealth Advisors Team
July 16, 2024
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10...
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Market Update – June 2024
by
Oak Wealth Advisors Team
July 16, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Please find important disclosures about this resource HERE....
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