Ryan McGuire, CFP®, CPWA® Oak Wealth Advisors
- 2801 Marshall Court, Madison, WI 53705
- (608) 690-6444
- https://oakwealth.com/
About Ryan McGuire, CFP®, CPWA®, ChSNC®
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.
I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business.
In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I also serve on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin.
At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.
Key information and disclosures about our firm and services can be found at https://oakwealth.com/form-
Recently Published
No Foolin’, Special Needs Parenting is Hard!
March 21, 2023The Challenges and Successes of Raising Two Young Adults with Disabilities The thrill of victory. The agony of defeat. This old catchphrase for ABC Sports was accompanied by video of...
The post No Foolin’, Special Needs Parenting is Hard! appeared first on Oak Wealth Advisors, LLC.
A Rough 2022 Creates Investment Market Optimism Going Forward
January 10, 2023Nobody has the ability to accurately forecast the future of investment markets, so we are not going to try with our 2023 market perspectives letter. Instead, we are going to highlight where the investment markets are relative to recent history and what those positions suggest about their relative attractiveness going forward.
As bad as 2022 was for both stocks and bonds -- it was the worst year we have experienced for the combined categories in several decades --
The post A Rough 2022 Creates Investment Market Optimism Going Forward appeared first on Oak Wealth Advisors, LLC.
Key Numbers for 2023
December 1, 2022We want to assist individuals and families with achieving their planning goals for 2023. Below you will find a link to our 2023 Key Numbers document. This quick reference guide...
The post Key Numbers for 2023 appeared first on Oak Wealth Advisors, LLC.
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
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $2000+/engagement
- 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.
