Oak Road Wealth Management Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Oak Road Wealth Management is a fee-only registered investment advisory firm in the financial services sector, based in Lees Summit, Missouri. It operates under a fiduciary standard, avoiding fees or commissions tied to selling investment products, with the aim of reducing conflicts of interest and prioritizing clients’ best interests. The firm is small in scale and provides independent financial guidance to individuals and organizations.

For employers, the firm serves as a retirement-plan advisor and offers a micro-website for each client that lets employees access their financial advisor, schedule appointments, and view educational video content. It also helps leadership understand fiduciary responsibilities and identify plan changes that may simplify administration and lower costs. For families, Oak Road Wealth Management delivers financial planning and investment management to map retirement resources, assess savings pace, set goals, and produce a plan that estimates the likelihood of achieving those goals, with regular reviews and investment decisions aligned to risk tolerance and time horizon.

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