Mike Walther, CPA/PFS, CFP®, CFA®

Mike Walther, CPA/PFS, CFP®, CFA®

Oak Wealth Advisors

836 Skokie Blvd.
Northbrook, IL 60062
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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. 


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Tell us about your special needs issue and we will put you in touch with Mike Walther, CPA/PFS, CFP®, CFA®

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.