Services for Individuals

Financial Planning

Personalized planning to give you confidence.

Retirement Planning

Guidance to support your income in retirement.

Investment Management

Simple, Diversified, Proven.

Coaching & Training

1 on 1 coaching and live training to enhance your knowledge.

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That’s what our clients keep telling us they get from working with our financial planners in the Kansas City area.  With our investment management services, we help our clients build confidence that they are on pace to reach their goals; Confidence that they are invested correctly and that they are employing the behaviors that are going to result in them achieving their goals.

Our process is simple:

We work with you to build a financial plan that takes into account the savings you’ve accumulated thus far, your current savings rate and your retirement goals.  We help you determine your probability of success of achieving all of your goals and if it’s not as high as you like, work with you to help you close the gap. Once you’re retired, our financial planners in the Kansas City area can help you manage your retirement income strategy and build your own paycheck as a combination of social security, pensions, investments etc.  Together, we’ll regularly monitor and review your financial plan and help you manage your investments in a manner that reflects your needs.


Oak Road Wealth Management is a fee-only Registered Investment Advisory firm. Our Kansas City based financial planners are fiduciaries, which means we are required to act in the best interests of our clients ALL THE TIME. Our only compensation comes from the transparent fees we agree upon with you. When you hire us for investment management services in the Kansas City area, we do not receive any form of non-transparent compensation from your plan or benefits.  We also do not accept any fees, kickbacks, or any other form of compensation from any plan service providers or from any other party.