Special Needs Answers
Justin Baas, CFP®
Oak Wealth Advisors
Justin Baas, CFP®
Oak Wealth Advisors
FINANCIAL PLANNER
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.
Firm Description
Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive advice and support to families with special needs members.
Unlike most financial services firms, we are fiduciaries. We are obligated by law to put our clients interests first. We do not sell insurance and we have no financial ties to any investment firms or financial products. Therefore, our advice is independent and objective.
We take joy in assisting families in maximizing their financial opportunities and proactively planning with them for the challenges to come.
Hours
| Day | From | To |
|---|---|---|
| Monday | 9:00 AM | 5:00 PM |
| Tuesday | 9:00 AM | 5:00 PM |
| Wednesday | 9:00 AM | 5:00 PM |
| Thursday | 9:00 AM | 5:00 PM |
| Friday | 9:00 AM | 5:00 PM |
Cost
What Is a Special Needs Planner?
Main Office
14101 Capital Blvd #241
Youngsville, NC 27596
836 Skokie Blvd.
Northbrook, IL 60062
3330 University Ave #202
Madison, WI 53705
On the web
Justin Baas, CFP®
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.
(919) *** ****