About Us



Southern Oak Financial & Wellness provides Advocacy & Parent Support with hands‑on assistance for families navigating complex systems. We specialize in medication assistance, IEP/504 support, and Social Security (SSI/SSDI) guidance, offering clear steps, organized documentation, and direct advocacy to help clients access the services they qualify for.

Our mission

To support families of children with special needs by providing compassionate advocacy, wellness coaching, financial guidance, and educational resources that help parents confidently navigate every stage of their child’s journey.