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Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who 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 previously only provided to wealthy families. Mike has a brother on the Autism spectrum.

In this episode, Brian and Mike discuss:

1. Why Every Dollar Matters in Wealth Advisory

2. Navigating Nuances When Planning for Special Needs Clients

3. Enhancing Client Outcomes Through Specialty Financial Review Services

4. Strategies for Sustaining Wealth Across Generations

LinkedIn: https://www.linkedin.com/in/michael-walther-cpa-pfs-cfp%C2%AE-cfa-a49945a/

Website: https://oakwealth.com/

Article: https://www.fa-mag.com/news/dealing-with-special-needs-6626.html?issue=163

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