May 14 2024 31 mins 2
In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting families with differently abled loved ones. Walther's experiences with his autistic brother inspired the firm's focus on specialized financial planning. Oak Wealth Advisors is recognized for addressing special needs challenges with benefits like supplemental Social Security income and Medicaid, and puts an emphasis on education and advocacy.
The firm offers resources on ABLE accounts that promote independence for people with disabilities, collaborates with universities and nonprofits for awareness on special needs planning, and promotes inclusion by featuring artwork by individuals with different abilities. This artwork is incorporated into client communications, showcasing the firm's dedication to diversity, equity, and inclusion. Oak Wealth Advisors engages with organizations offering employment opportunities to empower individuals with disabilities, demonstrating commitment to DEIB principles.
In a nutshell:
- The conversation highlighted societal shifts toward embracing neurodiversity and challenging stigmas related to different abilities
- Walther stressed the importance of recognizing diverse skill sets for innovation and inclusivity
- He advocates for individuals, encompassing a wide spectrum of abilities, participating in NAPFA initiatives like DEI committees to raise awareness on disability inclusion within professional circles, and empowering families to make informed decisions
Learn more about Oak Wealth Advisors at www.OakWealth.com.
Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org.
