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.

05/29/2026
Summer tends to fill up fast.Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can b...
05/28/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can be worth taking a quick look at a few financial items that are easy to overlook during busy seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep everything current while it’s still fresh in your mind.

Then when summer actually arrives, you’re not thinking about paperwork you meant to revisit months ago.

05/27/2026

How high earners can still legally use the best tax-free account in existence.

When everything is working behind the scenes the way it should, you notice it less.Decisions feel clearer. Timing feels ...
05/26/2026

When everything is working behind the scenes the way it should, you notice it less.

Decisions feel clearer. Timing feels more intentional. There’s less second guessing.

That’s what it means for things to run smoothly.

05/25/2026

Weighing your retirement options: Understanding the potential benefits of an IRA rollover for your former employer's 401(k).

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much p...
05/24/2026

Today is about more than a long weekend. It’s a moment to remember the lives, service, and sacrifice that made so much possible.

05/23/2026

A warning to share with your parents and grandparents today.

A tax refund can feel like extra money, but how you use it can have a lasting impact.Whether it’s strengthening your lon...
05/22/2026

A tax refund can feel like extra money, but how you use it can have a lasting impact.

Whether it’s strengthening your long-term plan, setting aside funds for future healthcare needs, or giving with intention, each choice is an opportunity to be more deliberate.

It’s less about where it goes, and more about how it fits into the bigger picture.

Left unassigned, it tends to disappear. Used intentionally, it can support priorities that often get pushed aside.

If you’re not sure where it fits, that’s a good place to start a conversation.

05/21/2026

Why your brokerage account is "leaking" money to the IRS every year.

If you’ve ever played golf, you know it’s not about one perfect shot.It’s about consistency over time. Small adjustments...
05/21/2026

If you’ve ever played golf, you know it’s not about one perfect shot.

It’s about consistency over time. Small adjustments. Staying focused even when things don’t go exactly as planned.

Financial planning works the same way.

It’s not built on big, one-time decisions. It’s built on discipline, patience, and a strategy you can stick with through different conditions.

05/19/2026

Did you know turning 65 comes with an automatic tax perk?

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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