Full Name
Mike Walther
Job Title
Founder & President
Company
Oak Wealth Advisors
Speaker Bio

Mike has a brother on the Autism spectrum. After nearly two decades as a fiduciary financial advisor serving wealthy families, he founded Oak Wealth Advisors in 2008 to provide planning and wealth management services to families like his own. Mike’s passion is sharing his knowledge and experience to enhance the quality of life for families that include loved ones with special needs.

Mike Walther received his BS degree in Economics and MBA with concentration in Accounting from Vanderbilt University. He holds all three of the most respected financial services professional designations: the CPA/PFS designation, the Certified Financial PlannerTM designation, and he is a CFA charter holder.

Mike has written articles for the Chicago Sun-Times and has been quoted in The Wall Street Journal, Business Week, New York Times, and other national publications. He has presented at conferences around the country and taught classes about special needs financial planning at multiple universities.

Mike was the first financial advisor in Illinois admitted into the Academy of Special Needs Planners (ASNP). 

He founded and leads the Special Needs Planning subject matter study group for the National Association of Personal Financial Advisors (NAPFA). He is also a member of the NAPFA DEI Committee. In 2023, Oak Wealth Advisors was recognized by NAPFA as their Excellence in DEI Award Winner for mid-sized firms. In December 2023, Mike was recognized by Investment News as one of their inaugural Hot 100 whose contributions have helped shape the wealth industry.

Mike Walther