How We Are Different

At Oak Road Wealth Management, we’re fiduciaries which means we pledge to always give advice that is in our client’s best interest. That sounds obvious, right?!

It should be obvious, but unfortunately, it’s not!

Most financial advisors are required to recommend investment products and solutions that are merely suitable and not necessarily in their client’s best interest. I know, sounds crazy!

Our fee structure is designed so that we earn more as your dollars grow. Our fee is a percentage of the dollars we manage. As your dollars grow, so does our fee. But if the markets ever cause your account to go down in value, our fee goes down too.

Ultimately, we’re all on the same page. We do better when you do better!