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.

From the day we began our firm, we have operated as a fiduciary firm. What does this mean for you?

1. We will always put your interests first. As fiduciaries, as defined by federal law, we put your interests ahead of our firm’s and our employees’.
2. While neither our firm nor any firm can guarantee superior investment returns, we will provide impartial advice and act with care, skill, and diligence in all matters related to your planning and your investment portfolio.
3. We provide fair and complete disclosure of all important facts related to our relationships including the compensation we receive from you and our independence from the investment firms and other professionals that we recommend.
4. We do not accept commissions, referral fees, or other compensation from the firms, funds, and companies we recommend.
5. We do not have any financial ties to any other firms.
We do not sell insurance or any other investment products.
We do provide independent and objective advice.
6. We do treat you as a unique relationship and customize our advice based on your goals and circumstances.