Ryan McGuire
Advisor to Families with Special Needs | Oak Wealth Advisors
- Role
- Partner & Managing Director at Oak Wealth Advisors
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Ryan McGuire
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.I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my financial planning classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business.In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I also served on the Board of Directors of Wispact, Inc, an organization that manages pooled Special Needs Trusts for over individuals in Wisconsin. In 2024, I was appointed by Governor Tony Evers to serve on the Wisconsin Board for People with Developmental Disabilities and State College Savings Program Board.At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.Outside of work, I am proud to be an active NCAA and WIAA wrestling official.
Experience
Partner & Managing Director
Dec 2025 — Present · Madison, WI, US
Education
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor® (CPWA®) Certification Program, Finance and Financial Management Services
2019 — 2020
University of Wisconsin-Madison
Bachelor of Science (BS), Economics and Personal Finance
2010 — 2014
Skills
- Microsoft Excel
- Insurance
- Tamarac Portfolio Management
- Personal Financial Planning
- Estate Planning
- Social Security Analysis
- Investment Advisory
- Microsoft Crm
- Income Tax
- Money Guide Pro
- Retirement Plan Consulting
- Morningstar Office
- Financial Accounting
- Asset Allocation
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