Oak Wealth Advisors was founded with the intention of helping as many families as possible with loved ones with special needs develop and implement comprehensive financial plans while growing their wealth to support their families’ needs. All Oak Wealth Advisors employees have personal family experiences navigating the challenges in the special needs community. We choose to work at Oak Wealth Advisors because we believe in the mission and we take great joy in helping families reduce their stress related to caring for their loved one with special needs. Unlike other firms that sell insurance or other financial products as their means of getting compensated by their clients, we get paid by our clients for providing them with objective planning advice and helping them grow their savings. We go home every night knowing that we have made a positive difference in our clients’ lives. From the day we began our firm, we have operated as a fiduciary firm. What does this mean for you? Find out Here… https://oakwealth.com/fiduciary-manifesto/ Talk to Oak Wealth Advisors about your options and learn more about this and other Special Needs financial planning and other resources – visit: https://oakwealth.com/special-needs-resources-and-relationships/ Or contact Oak Wealth Advisors today at Phone: 847-945-8888
