Oak Wealth Advisors listed as one of America’s Top Financial Advisory Firms
We are proud to be acknowledged by NEWSWEEK as one of the Top 5% of the advisory firms they evaluated.
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.
This rating is as of December 2024, based upon a survey completed by Oak Wealth and other participating advisers. Rankings are generally limited to participating advisers.
Oak Wealth Advisors Wins 2023 NAPFA Award
Oak Wealth Advisors was named the 2023 NAPFA Excellence in DEI Award Winner this month by the National Association of Personal Financial Advisors. NAPFA is the leading organization of fiduciary financial advisors. The award recognizes firms supporting NAPFA’s strategic imperative to create and innovate a culture of diversity, equity, and inclusion within the financial planning profession.
Oak Wealth Advisors’ mission is to provide education, resources and wealth management services to families who have loved ones with disabilities so that they can focus on their families’ greatest needs. When we succeed, individuals flourish and families live their lives to the fullest extent possible.
We shine a light on the skills and abilities of individuals with disabilities. All the employees of Oak Wealth Advisors have a loved one in their family with a disability. We sponsor art contests with various organizations serving individuals with disabilities to source images for our birthday and holiday cards. The artists and the organizations are both recognized in the cards we mail to hundreds of clients and friends of the firm. Client thank you gifts are sourced from individuals with disabilities and companies who employ them. In fact, all the art in our Northbrook, Illinois headquarters office was created by individuals with disabilities.
Mike Walther, who founded Oak Wealth Advisors in 2008, has been working with NAPFA to bring more awareness to events and dates celebrated by various groups. His role on the NAPFA DEI Committee includes educating financial advisors and drawing attention to the diversity of goals among the clients advisors serve. Mike has also presented at NAPFA’s national conferences about special needs financial planning.
Looking forward, the team at Oak Wealth Advisors aspires to serve more families who have loved ones with disabilities. Whether it is a presentation at a conference, a webinar, or working with families on an ongoing basis, making a positive impact in these families’ lives is our purpose.
Oak Wealth Advisors (“Oak Wealth”) is not affiliated with the issuers of the rankings/recognition displayed on this page and these rankings/recognitions should not be construed as a current or past endorsement of Oak Wealth by any of its clients. The rankings/recognitions referenced on this page are generally based on information exclusively prepared by the recognized adviser/company. Oak Wealth did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), Oak Wealth may have paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. Rankings/recognitions by unaffiliated rating services, publications, or other organizations, and the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed as a guarantee that a client or prospective client will experience a certain level of results if they engage Oak Wealth to provide investment advisory services.
