About
Oak Wealth Advisors is a Special Needs Financial Planner in Northbrook, IL, dedicated to helping families with loved ones who have intellectual and developmental disabilities plan for their future. They integrate financial planning, wealth management, and special needs understanding to simplify life's complexities for their clients. With a team of experienced and compassionate advisors, Oak Wealth Advisors provides personalized guidance tailored to each family's unique needs. Their team members have personal connections to the disability community, giving them a genuine understanding of the joys and challenges families face. By combining professional expertise with personal experience, Oak Wealth Advisors helps families navigate today's challenges and prepare for tomorrow.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Special Needs Planning
Oak Wealth Advisors provides comprehensive planning and support to help families with loved ones who have special needs navigate today's challenges and prepare for tomorrow.
Financial Planning & Wealth Management
Their team provides financial planning and wealth management services designed around each family's unique needs to help them make the most of their time and money.