Oak Wealth Advisors Recognized for Outstanding Special Needs Wealth Management Services and Resources

The 2023 NAPFA Excellence in DEI Award Winner offers breakthrough fiduciary special needs wealth management and financial planning.

Oak Wealth Advisors, an award-winning special needs financial planning firm, continues to shine a light on the skills and abilities of individuals with disabilities through its outstanding special needs wealth management and financial planning services and resources. The recognition by NAPFA, the leading organization of fiduciary financial advisors, highlights the firm’s commitment to empowering families with loved ones with disabilities through experienced and objective planning advice and investment management services.

Navigating the complexities of financial planning is challenging for everyone, but it is especially hard for families with loved ones with disabilities. According to a 2022 CDC report, at least 61 million American adults live with a disability, and more than half of the families affected by disability do not have a solid financial plan for their loved ones. By offering fiduciary wealth management for special needs financial planning, Oak Wealth Advisors helps these families navigate their unique wealth management needs through specialized services and resources.

As a leading special needs wealth management firm, Oak Wealth Advisors is on a mission to provide specialized wealth management services, education, and resources to families who have loved ones with disabilities. The firm draws guidance from the leadership of its founder Mike Walther, its team of fiduciary financial advisors, and its fiduciary responsibility to prioritize clients’ interests. Its commitment to transforming special needs financial planning shines through its various services ranging from legal planning to education planning, residential planning, income tax planning, benefits planning, care management, transportation, vocational planning, and social and recreational services.

Being the go-to fiduciary special needs financial planning firm, Oak Wealth Advisors continues to alleviate the challenges families with special needs members face. The firm introduces, integrates, and coordinates services from attorneys and other specialists in the special needs community to guide families toward secure and prosperous financial futures.

Oak Wealth Advisors’ devoted team of experts, who all have a loved one in their family with a disability, makes the firm such a compelling partner for families who have loved ones with disabilities. In addition, the senior consultants at Oak Wealth Advisors are proud Academy of Special Needs Planners members. The company uniquely understands and addresses special needs wealth management and financial planning challenges.

The reverberating impact of Oak Wealth Advisors’ work is evident in its growing list of success stories as families attest to the effectiveness of the firm’s services and resources. “When we succeed, individuals flourish, and families live their lives to the fullest extent possible.”

Looking ahead, the team at Oak Wealth Advisors aims to serve more families who have loved ones with disabilities and continue making a positive impact on the community and revolutionizing the special needs financial landscape.

Visit Oak Wealth Advisors’ special needs resources page or its insights blog for timely information, updates, useful links, and documents on special needs wealth management.

Media Contact
Company Name: Oak Wealth Advisors
Contact Person: Ryan
Email: Send Email
Country: United States
Website: https://oakwealth.com/