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. 

He founded and leads the Special Needs Planning subject matter study group for the National Association of Personal Financial Advisors (NAPFA). He is also a member of the NAPFA DEI Committee. In 2023, Oak Wealth Advisors was recognized by NAPFA as their Excellence in DEI Award Winner for mid-sized firms. In December 2023, Mike was recognized by Investment News as one of their inaugural Hot 100 whose contributions have helped shape the wealth industry. In 2024, Oak Wealth Advisors was selected by Newsweek as one of the Top Financial Advisory Firms in the United States

Mike received his BS degree in Economics and MBA with concentration in Accounting from Vanderbilt University. He holds all three of the most respected financial services professional designations: the CPA/PFS designation, the Certified Financial PlannerTM designation, and he is a CFA charter holder.

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.

Hours

Cost