Without a clear road map and confident partner by your side your financial future is uncertain and overwhelming. Oak Road Wealth Management will focus on the goals that are important to you and lead you to a future of financial freedom.
DAN SHEPARD | FOUNDER AND PRESIDENT
I couldn’t find a firm that did business the way I thought it should be done… so I made one! I started Oak Road Wealth Management in 2016 to provide financial planning and investment management services as a fee-only fiduciary. That means we don’t accept commissions or fees from any investment product or service provider and hold ourselves out to always act in the best interest of our clients.
I’ve spent my whole career in the investment business. I spent 6 years on Wall Street in NYC, 5 years in Nashville, TN and the rest in KC. I learned a lot about how the business of investment management is done and figured out what I like about it and what I don’t. My mission is to help people gain confidence that they can achieve the retirement of their dreams. Whether you are responsible for your company’s retirement plan or responsible for your family’s retirement plan, I’d love the opportunity to meet with you to see if we can help!
I live on a small farm in Lee’s Summit, MO with my wife and three children. We love traveling, spending time outdoors and chasing our kids around to all of their activities. I enjoy kayak racing and completed my first Missouri River 340 race in 2020 finishing 6th place in men’s solo.