Michael Walther, CFP®, CPA/PFS Oak Wealth Advisors

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About Michael Walther, CFP®, CPA/PFS, CFA

Mike Walther received his BS degree in Economics and MBA with concentration in Accounting from Vanderbilt University. He holds the CPA/PFS designation, is a Certified Financial Planner and is a CFA.

Mike has a brother on the Autism spectrum. He founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service that was previously only provided to wealthy families. Mike’s passion is applying his knowledge and experience to enhance the quality of life for families that include loved ones with special needs.

Mike has written articles for the Chicago Sun-Times and has been quoted in The Wall Street Journal, Business Week, New York Times, and other national publications. He has presented at conferences around the country and taught at Texas Tech University, Purdue University, the University of Illinois, University of Wisconsin and San Diego State University.

Mike was the first financial advisor in Illinois admitted into the Academy of Special Needs Planners. He founded and leads the Special Needs Planning subject matter study group for the National Association of Personal Financial Advisors.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Special Needs

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Assets Under Management: 0.90%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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