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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Fiduciary Wealth Management
Our People
FAQ

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All of Oak Wealth Advisors’ Senior Consultants are proud to be members of the Academy of Special Needs Planners.

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Oak Wealth Advisors provides families with loved ones with disabilities with experienced and objective planning advice and investment management services. As fiduciary financial advisors, we put our clients’ interests ahead of our own.

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SERVING CLIENTS NATIONWIDE
WITH OFFICES AT THE FOLLOWING

Northbrook, IL • Phone: 847-945-8888
South Jordan, UT • Phone: 385-404-8338
Madison, WI • Phone: 608-690-6444

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Fiduciary professionals specializing in financial planning for families with loved ones with disabilities.
*Oak Wealth Advisors was chosen as the 2023 NAPFA Excellence in DEI Award Winner.

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