Oak Wealth Advisors

Oak Wealth Advisors is an award-winning special needs financial planning firm committed to providing exceptional wealth management services to families with special needs members. Our firm was founded on the core belief that every family's financial planning should be as unique as the individuals in it. We are dedicated to helping families grow, protect, and distribute their wealth to future generations while maintaining their values and maximizing their enjoyment of life.

Services Offered

At Oak Wealth Advisors, we specialize in providing comprehensive wealth management services tailored to families with special needs members. Our extensive experience in special needs financial planning allows us to understand the unique challenges faced by these families at different stages of life and create customized solutions to maximize their benefits, opportunities, and time with their loved ones.

*Fiduciary Wealth Management*: We are a fiduciary financial services firm that always puts our clients' interests first. We collaborate with our clients' other trusted advisors to provide a seamless and integrated planning approach.

*Special Needs Services*: Our team coordinates wealth management services specifically designed for families with special needs members. We work closely with attorneys and other specialists in the special needs community to introduce, integrate, and coordinate services tailored to the unique needs of these families.

*Investment Management*: Our expert investment management services focus on prudently investing our clients' wealth and monitoring financial risks. We strive to align our clients' goals with their investments and ensure their values are reflected in their portfolio.

*Financial and Special Needs Planning Decisions*: We utilize our knowledge and experience in special needs financial planning to provide guidance and support for all financial and special needs planning decisions, ensuring our clients have more time to enjoy their lives.

*Educational Resources*: To help families and professionals better understand the financial complexities surrounding special needs planning, we offer informative resources like blog articles, presentations, podcasts, and special needs advisories.

Meet Our People

At Oak Wealth Advisors, our Senior Consultants are proud members of the Academy of Special Needs Planners. We invite you to learn more about our experienced, independent, and highly focused team members who are dedicated to prioritizing clients' needs and goals.

Partnering with Oak Wealth Advisors means collaborating with a firm where your needs and goals are the top priority. We look forward to getting to know you, actively listening to your concerns, and proactively communicating with you to help bring awareness to mental health challenges. When you choose Oak Wealth Advisors, you are choosing a firm committed to bringing awareness and dedicated to helping every child live a precious and unique life.