Oak Road Wealth Management of Lees Summit

Oak Road Wealth Management of Lees Summit is a financial planner in Lees Summit, MO. The firm provides comprehensive financial planning and disciplined investment management for individuals, families, and small business owners. Their specialized services include retirement planning, wealth management, tax strategy, legacy planning, and asset protection, as well as 401(k) and business retirement plan consulting. They serve a broad area including Kansas City, Blue Springs, Independence, Overland Park, Raymore, Belton, and Sedalia.

The firm operates as a true fiduciary, meaning all recommendations are guided solely by the client's best interest. They do not sell financial products or earn commissions, ensuring their compensation is aligned with long-term client success. Their process begins with understanding a client's specific goals and financial picture to develop a disciplined, integrated strategy. For business owners, they offer plan evaluation, design, and implementation support, alongside ongoing investment oversight and employee education.

Located on SW Market St, the office is situated near the Lee's Summit History Museum and is a short walk from the William B. Howard Station Park and the Lee's Summit Post Office.

Oak Road Wealth Management is recognized for providing expert, objective guidance through a disciplined approach to wealth management. Their reputation for excellence is reflected in their 5.00 rating and their inclusion in leading financial publications for their insights on retirement planning and investment strategy.

The firm provides a steady, client-first approach to financial consulting for the Lee's Summit community and the surrounding region.