Oak Wealth Advisors

About Oak Wealth Advisors

Founded in 2008 by Mike Walther, whose brother is on the autism spectrum, Oak Wealth Advisors is dedicated to improving the lives of families with loved ones with disabilities. Their mission is to positively impact as many families as possible through compassionate financial and special needs planning. Every team member has a personal connection to the disability community, bringing both empathy and expertise to their work. In addition to providing planning and investment management, Oak Wealth educates through university courses and national speaking engagements. They collaborate with specialists to deliver personalized resources and are committed to learning from and uplifting the community they serve.