Oak Road Wealth Management of Grandview

Oak Road Wealth Management of Grandview is a wealth management firm in Grandview, Missouri, serving individuals and families nearing or in retirement with comprehensive financial planning and disciplined investment management. The firm specializes in retirement-focused strategies, including income planning, tax-efficient withdrawal strategies, Social Security timing, and legacy planning, all delivered as a true fiduciary with no product sales or commissions. Clients benefit from a structured, long-term approach that integrates financial planning, portfolio management, and ongoing guidance. The firm serves communities across the Kansas City metropolitan area, including Lee’s Summit, Blue Springs, Independence, Overland Park, Raymore, Belton, and Sedalia, and is known for its client-first philosophy and alignment with long-term financial goals. With a 5.00 rating and a strong reputation for personalized, transparent service, Oak Road is recognized for its commitment to clarity, discipline, and sustained client success.

The firm operates as a fee-only advisory practice, meaning its compensation is directly tied to client outcomes rather than product sales. This fiduciary model ensures that every recommendation is made with the client’s best interest at heart. Oak Road’s process begins with a deep understanding of individual goals and financial circumstances, followed by the development of a customized, integrated plan. The firm emphasizes ongoing oversight and adjustments, helping clients stay on track through market fluctuations and life changes. Its team includes Dan Shepard, Brent Murff, and Andrew Matz, who bring expertise in financial planning, operations, and long-term wealth strategy. The firm is recognized nationally in financial publications for its insights on retirement and investment planning.

Located at 210 SW Market Street in Lee’s Summit, Missouri, the firm is situated within the heart of the Kansas City metropolitan area, serving a region known for its strong community networks and growing retirement population. Its location places it within easy reach of major suburban centers and transportation corridors, supporting its mission to provide accessible, high-quality financial guidance to individuals and small business owners alike. The firm’s dedication to disciplined, client-centered service has earned it a trusted reputation among retirees and business owners seeking sustainable financial strategies. With a focus on long-term clarity and confidence, Oak Road Wealth Management of Grandview stands as a dependable partner in securing financial well-being for families across Missouri.