Founded in 2008, Oak Wealth Advisors, LLC is a fee-only, independent Registered Investment Advisor (RIA) that focuses on the unique financial challenges faced by individuals with disabilities and their families. The firm's mission is to help these families plan for the future with confidence by offering services such as special needs financial planning, trust services, investment management, and government benefits counseling. Their specialized expertise aims to secure the financial future for dependents with special needs while managing the overall wealth of the entire family.

Founded in

United States