Oak Road Wealth Management

Oak Road Wealth Management We help our clients prepare for a confident retirement! Oak Road Wealth Management is a Fee-only registered investment advisory firm.

We pledge to act as a fiduciary and not accept fees or commissions based on the sale of investment products or service providers. This drastically reduces the inherent conflicts of interest and allows us to always act in the best interest of our clients. EMPLOYERS

We help companies prepare their employees for retirement by acting as the financial advisor on their retirement plan. We create a micr

o-website for each of our retirement plan clients that gives employees easy access to their financial advisor and other tools. Employees can access their account, schedule an appointment with their financial advisor and view recent video content. We help you understand the sometimes complex and non-transparent structure of your retirement plan. We can help your leadership team understand and manage their fiduciary responsibilities. In many cases, we can help you make changes that will simplify the plan and may result in significant cost savings to the company and your employees. FAMILIES

We help families gain confidence in their ability to achieve their retirement goals. We provide financial planning and investment management services. We work with you to help identify the resources you have accumulated for retirement, consider your current savings rate and help you identify your retirement goals. We create a financial plan for you that gives you a sense of your probability of success for meeting all of your goals. If your probability of success is not as high as you'd like, we work with you to help you make the necessary changes to get you there! Together, we will review your plan regularly to make sure you are still on pace to meet all of your goals! We manage your investment dollars in a manner that reflects your needs based on your financial plan, your risk tolerance and your time horizon.

It’s easy to feel like the crowd knows something you don’t.When markets are moving, headlines are loud, and certain idea...
06/18/2026

It’s easy to feel like the crowd knows something you don’t.

When markets are moving, headlines are loud, and certain ideas seem to be everywhere, following along can feel like the safer choice.

But we’ve seen how this plays out over time.

Decisions made in those moments are often reactive, not intentional. Buying after momentum builds, stepping away when uncertainty rises.

Having the right perspective helps bring things back to what actually matters. Making decisions based on your situation, your timeline, and your goals, not just what everyone else is doing.

06/17/2026

Missouri residents: Your investments just got a boost.

Receiving an inheritance can feel straightforward at first.Then the questions start to surface.What should be done with ...
06/16/2026

Receiving an inheritance can feel straightforward at first.

Then the questions start to surface.

What should be done with it? How should it be structured? How does it fit into everything else already in place?

There isn’t always a clear path forward, even when the opportunity is significant.

Our goal is to bring a perspective that helps you slow down and make sense of decisions, bring structure where there isn’t one, and think through how each choice fits into the bigger picture.

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster ...
06/15/2026

Technology continues to evolve. Tools improve, information becomes more accessible, and decisions can be modeled faster than ever.

What hasn’t changed is the need for perspective.

Financial decisions are rarely isolated. They’re shaped by changing priorities, evolving goals, and moments where the right path isn’t always clear.

That’s where our role remains steady. Helping you think through decisions as they’re happening, understand how each piece fits together, and navigate how things tend to unfold over time.

06/15/2026

Transitioning into retirement is a marathon, not a sprint.

06/13/2026

Know your Social Security rights after divorce.

06/12/2026
06/11/2026

Finally! The IRS is making it easier to track your QCDs. 🕊️

Major life changes don’t just shift your routine. They often change your financial picture as well.Buying a home, starti...
06/10/2026

Major life changes don’t just shift your routine. They often change your financial picture as well.

Buying a home, starting a family, or taking on a new opportunity can all come with tax implications that aren’t always obvious in the moment.

That’s why these moments are worth talking through.

Not after the fact, but as they’re happening, so decisions can be made with a clearer understanding of what comes next.

A quick conversation at the right time can make a meaningful difference.

06/09/2026

A Roth dollar is not equal to a Traditional dollar. Here’s why.

Address

210 SW Market Street
Lees Summit, MO
64083

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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