Neil Mahoney, CFP®
Oak Wealth Advisors
Neil Mahoney, CFP®
Oak Wealth Advisors

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.?
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Partner with an experienced Certified Financial Planner™ professional.
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Access financial planning advice from anywhere with our virtual services.
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No commissions and no product sales. No minimum account size.
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We are only compensated fee-for-service.
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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 |
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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
Neil Mahoney, CFP®
Oak Wealth Advisors
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...