Find the Certified Financial Planner™
Who's right for you.

Michael C. Walther, II, CFP®, CPA/PFS, CFA

Oak Wealth Advisors LLC

500 Lake Cook Rd
Ste 350
Deerfield, IL 60015
Phone: (847) 945-8888

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.