Oak Road Wealth Management

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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 micro-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.

10/20/2026

Retirement income can come from several sources at once. In some situations, total gross income may be higher than expected, especially when RMDs and part-time work overlap.
But taxes and Medicare costs can affect how much of that income is actually available to spend.

You can know it’s time to move and still have a hard time leaving.A home can hold decades of birthday mornings, holidays...
10/19/2026

You can know it’s time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as “home.”

So when it’s time to downsize, the decision carries more than financial considerations. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

10/17/2026

Taking more than your RMD is not automatically a mistake. The important question is what the additional income does to your tax bracket, Medicare premiums, Social Security taxation, and long-term portfolio sustainability.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

10/14/2026

Spouses do not need identical retirement dreams. But they do need a shared understanding of how those dreams affect their time, money, location, and lifestyle.
Open communication is part of retirement planning.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/13/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

10/12/2026

A retirement “magic number” is usually too simple to be useful.
Your target should be based on your goals, spending, income sources, risk tolerance, taxes, health care, and expected time horizon—not a number chosen by the media.

10/10/2026

RMDs are often criticized because they can create taxable income at a time when a retiree may not need additional cash flow.
But the better question is how RMDs fit into your broader retirement-income, tax, charitable, and investment strategy.

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?You’ve run th...
10/09/2026

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?

You’ve run the scenarios. Read the articles. Talked it over at home. Maybe you’ve even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don’t need more information. You need the space to sort through what you already know and determine what matters most.

That’s where a thoughtful conversation can help.

10/08/2026

Financial independence creates options, but it does not automatically create purpose.
Retirement planning should include both the question, “Can I afford to retire?” and the question, “What will make retirement meaningful?”

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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