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Neil Mahoney, CFP®

Oak Wealth Advisors

Neil Mahoney, CFP®

Oak Wealth Advisors

Neil Mahoney, CFP®

Oak Wealth Advisors

Profession LogoFINANCIAL PLANNER

Guidance for life and money when disability impacts you or a loved one.

As a sworn fiduciary, we work to become your trusted financial partner. As a firm that abides by the trusted CFP® standard, we will never sell you unnecessary products and only provide financial planning and investment advice in your best interest.?

  • Partner with an experienced Certified Financial Planner™ professional.

  • Access financial planning advice from anywhere with our virtual services.

  • No commissions and no product sales. No minimum account size.

  • We are only compensated fee-for-service.

  • We work only in your own best interests.

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

10808 South River Front Parkway
Suite 353
South Jordan, UT 84095

836 Skokie Blvd.
Northbrook, IL 60062

3330 University Ave #202
Madison, WI 53705

5509 S. Breezeway Ave.
Sioux Falls, SD 57108

On the web

View Firm Website

View Firm Blog


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts