Oak Wealth Partners, Inc. is an independent, fee-only wealth management firm based in Des Plaines, Illinois. As a Registered Investment Adviser (RIA), they act as fiduciaries for their clients, focusing on providing objective financial planning and investment management. The firm was founded with a mission to serve as a trusted adviser, helping clients achieve their financial goals through personalized strategies. A notable area of specialization for the firm is providing financial planning for individuals and families with special needs.

Founded in

United States