Creating. Sharing. Growing.
2010 W Carroll Ave
Chicago, IL 60612
United States
(312) 829-2787
1963 Johns Drive
Glenview, IL 60025
United States
(847) 486-0808

Oak Wealth Advisors

500 Lake Cook Rd., Suite 350
Deerfield, IL 60015
United States
(847) 945-8888

Founded by an experienced advisor whose brother is on the Autism spectrum, Oak Wealth Advisors possesses the skills, experience, and relationships to assist families with special needs members in a comprehensive manner.  Unlike many firms that sell proprietary investment or insurance products to the special needs community, our advice is completely objective and free from conflicts of interest.  

We recognize that the financial planning challenges faced by families with special needs members are significant.  We take great pride in helping families quantify and plan for today's needs and those that are likely to follow.