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Our Mission: To provide peace of mind
by delivering successful financial experiences.
Our Promises: Click here to read our Fiduciary Manifesto
Oak Wealth Advisors founder Mike Walther and the Special Needs practice were recently profiled in Financial Advisor magazine. Click here for the article about what sets Oak Wealth Advisors apart from other financial services firms.
Mike Walther was recently asked by the CFA Institute to write a position statement supporting the need for the government to require all financial advisors to put their clients' interests first. Click here to read why Mike and Oak Wealth Advisors support a universal fiduciary standard.
Mike Walther was recently asked by the CFA Institute to write a position statement supporting the need for the government to require all financial advisors to put their clients' interests first. Click here to read why Mike and Oak Wealth Advisors support a universal fiduciary standard.
Our Wealth Management Services include investment management, retirement planning, cash flow analysis, benefits optimization, income tax planning, wealth transfer planning, charitable planning, and financial risk management.
Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members. We introduce, integrate, and coordinate services from attorneys and other specialists who serve the special needs community.
To reach Oak Wealth Advisors, please click here to contact us.