Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy. Having a brother on the Autism spectrum, Mike has a first-hand understanding of the challenges and joys living with a family member with special needs bring. His mission is to assist individuals and families in achieving financial security and enjoying their lives to the fullest extent possible. Mike’s career includes leadership positions with three of the most respected independent financial advisory firms in Chicago prior to his founding Oak Wealth Advisors. In addition to his professional experience, Mike has served as president and/or treasurer of a number of Chicago-area special needs charitable organizations. Mike enjoys sharing his expertise and has done so through teaching classes on special needs financial planning at Texas Tech University, the University of Illinois, and the University of Wisconsin. He has also written articles for the Chicago Sun-Times, and has been featured or quoted in numerous national publications including The New York Times, The Wall Street Journal, Money Magazine, and Financial Planning.
- Benjamin Rubin Rubin Law 5250 Old Orchard Road Suite 300 Skokie, IL 60077
- Jeffrey Story Law Office of Jeffrey P. Story, LLC 1609 Sherman Ave Suite 210 Evanston, IL 60201
- Mike Walther, CPA/PFS, CFP®, CFA® Oak Wealth Advisors 836 Skokie Blvd. Northbrook, IL 60062
- Ryan McGuire, CFP®, ChSNC®, CPWA® Oak Wealth Advisors 836 Skokie Blvd. Northbrook, IL 60062
- Alona Anspach, CFP, CDFA, ChSNC Sheridan Road Financial 500 Skokie Boulevard Suite 285 Northbrook, IL 60062
- Suzanne Kelliher Dvorak & Kelliher, Ltd. 10560 W. Cermak Rd Westchester, IL 60154
Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University. Benji is a member of the Academy of Special Needs Planners, an...
Law Office of Jeffrey P. Story, LLC
Jeffrey P. Story graduated from Northeastern University School of Law in Boston, Massachusetts. Following the deaths of his parents, he decided to open his own boutique law practice in Evanston, Illinois devoted to Elder Law and Estate Planning, including Special Needs Trusts. He is the proud and gratef...
Oak Wealth Advisors
Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy. Having a brother on the Autism...
Oak Wealth Advisors
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest...