Our Awards
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
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
[email protected]
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
Our Awards
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
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
MEET WITH US
Menu
Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
+
Election Impact on Investment Market Performance February 2024
by
Oak Wealth Advisors Team
February 8, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Curious about the market impact of this year's upcoming elections? Mike Walther breaks down the...
Continue Reading →
+
Oak Wealth Advisors Market Predictions Video | January 2024
by
Oak Wealth Advisors Team
January 17, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment...
Continue Reading →
+
Announcing our new and informative Special Needs Voice
by
Oak Wealth Advisors Team
January 5, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
We are very excited to announce the launch of our podcast,
Special Needs Voice.
The podcast...
Continue Reading →
+
2024 Key Financial Numbers
by
Oak Wealth Advisors Team
January 3, 2024
2024 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below you will find a link to our 2024 Key Financial Numbers document. This document...
Continue Reading →
+
Oak Wealth Advisors Sr. Consultant Ryan McGuire featured by the University of Wisconsin School of Human Ecology
by
Oak Wealth Advisors Team
December 21, 2023
In The Media-Articles
0
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his...
Continue Reading →
+
Affordable Connectivity Program and Lifeline Credits
by
Oak Wealth Advisors Team
December 21, 2023
The Special Needs Advisory
0
Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware...
Continue Reading →
+
How and Why you Should Freeze Your Credit
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to...
Continue Reading →
+
Market Update December 2023
by
Oak Wealth Advisors Team
December 21, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
First, I wanted to touch on recent market events. As many of you may have...
Continue Reading →
+
Special Needs Specialist | The Perfect Niche Practice is Making a Difference
by
Oak Wealth Advisors Team
December 12, 2023
Uncategorized
0
Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind...
Continue Reading →
+
Walther named to inaugural Investment News Hot 100 List
by
Oak Wealth Advisors Team
December 10, 2023
In The Media-Articles
0
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen...
Continue Reading →
+
September 2023 Market Recap
by
Oak Wealth Advisors Team
October 18, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant at Oak Wealth Advisors, provide a recap...
Continue Reading →
+
Market Update September 2023
–SECURE Act Planning Opportunities–
by
Oak Wealth Advisors Team
October 2, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I provide an update on planning opportunities created by the Secure Act...
Continue Reading →
+
August 2023 Market Update from Oak Wealth Advisors
by
Oak Wealth Advisors Team
September 12, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant with Oak Wealth Advisors, provide an update...
Continue Reading →
+
Market Update: June 2023 Resilience
by
Oak Wealth Advisors Team
July 13, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
In this video, I, Ryan McGuire, Senior Consultant for Oak Wealth Advisors, provide a comprehensive...
Continue Reading →
+
Oak Wealth Advisors Excited to Add Aaron Osterberg
by
Oak Wealth Advisors Team
July 10, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Aaron provides client service across all areas and strives to create impact-driven and meaningful relationships...
Continue Reading →
1
2
3
4
5
6
7
8
9
10
11
12