![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
Oak Road Wealth Management
210 Southwest Market Street, Lee's Summit, Missouri 64063
![Oak Road Wealth Management Oak Road Wealth Management](https://guideinua.b-cdn.net/images/logo_new/825/33418882/logo.webp)
About the Oak Road Wealth Management
Oak Road Wealth Management is a finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in helping individuals who may be unsure about their retirement preparedness, are fearful of investment decisions, or are feeling overwhelmed by managing their finances on their own. Our team of fiduciary financial advisors are dedicated to providing objective guidance and support to help you achieve your financial goals.
We understand that managing investments can be emotional, especially during times of market volatility. That's why we offer transparent fee structures and unbiased advice to ensure our interests are aligned with yours. Our annual fee structure is based on the investments under our care, with rates starting at 1% for the first $1 million.
Our goal is to help you establish good financial habits, quantify your life goals, and develop a plan to achieve them. By working with our team, you can gain confidence in your financial future and have peace of mind knowing that you have a roadmap to financial freedom.
Whether you need help with retirement planning, investment management, or simply want unbiased advice, our fiduciary advisors are here to assist you. Contact us today to schedule a complimentary consultation and start building a plan for your future with Oak Road Wealth Management.
Photos of Oak Road Wealth Management
210 SW Market St, Lee's Summit, MO 64063, United States
Opening hours of Oak Road Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Oak Road Wealth Management
"Dan and his team are extremely knowledgeable and professional. They are able to articulate complex investment strategies clearly in simple terms. Oak Road Wealth Managemt takes their fiduciary responsibility very seriously, and they always make data driven decisions with their clients' best interests as their primary focus."
"With Dan’s retirement planning for my wife and I, we can truly enjoy our retirement years. We spend our savings knowing that our future is financially secure. I credit Dan with giving us this confidence in our future. Dan is knowledgeable and a great listener. He started helping us in 2016. I agree completely with his investment strategy, which takes the emotion and stress out of investing our savings. Marion Labs helped us build an abundant IRA and Dan is taking care of it very well. We are very happy with the growth of our savings. We believe in Dan, as does our entire family, since they have Dan helping them also, We all highly recommend Dan and his team."
"Complete professionals in their overall business acumen related to money & wealth management. Their courtesy, kindness, compassion, low-pressure and willingness to listen in my opinion set them apart from all the other fiduciaries out there. Stand up guys!"
"Dan and the team at Oak Road Wealth Management are the very best in the financial planning business. They approach financial planning in a way that is interesting, engaging, and very specific to your needs. They genuinely care about you and your financial success. Look no further!"
"Super knowledgeable and friendly team to help you reach financial independence."
-
Heritage Business Solutions
307 Cherry Creek Ln, Farmington, MO 63640, United States
-
Taylor Tax & Consulting
23 S Franklin St, Farmington, MO 63640, United States
-
Thurman Shinn & Co
334 N State St A, Desloge, MO 63601, United States
-
Thurman, Shinn & Company
315 N Washington St, Farmington, MO 63640, United States
-
Wayne V. Linnenbringer, CPA
8 N Jackson St, Farmington, MO 63640, United States
-
H&R Block
617 Cowling Ave Ste C, Desloge, MO 63601, United States
-
H&R Block
417 W Karsch Blvd, Farmington, MO 63640, United States
-
Cynthia R. Cherry, CPA, LLC
104 Bailey Rd, Crystal City, MO 63019, United States
-
H&R Block
7095 Metropolitan Blvd, Barnhart, MO 63012, United States
-
Crouch Farley & Heuring PC
1450 Parkway W #201, Festus, MO 63028, United States
List of local businesses, places and services in Missouri
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos