Oak Road Wealth Management of Grandview

Oak Road Wealth Management of Grandview is a wealth management firm in Grandview, MO, serving individuals and families approaching or in retirement. The firm provides comprehensive financial planning, disciplined investment management, and long-term wealth strategies, working with clients across the Lee's Summit and Kansas City area.

The firm operates on a fee-only, true fiduciary basis, with every recommendation guided solely by the client's best interest. Oak Road does not sell financial products or earn commissions, and compensation is aligned with long-term success rather than transactions. Services cover the full retirement spectrum, including retirement income planning, withdrawal strategy, Social Security and timing decisions, tax strategy, legacy planning, asset protection, and ongoing portfolio adjustments as circumstances change. For business owners, Oak Road offers small business retirement plan design, implementation, and ongoing guidance, including plan evaluation, fiduciary support, investment oversight, provider coordination, and employee education. The client process follows three steps: understanding the client's goals and financial picture, developing an integrated plan, and providing ongoing guidance over time.

Oak Road Wealth Management of Grandview can be reached at 210 SW Market Street in Grandview, MO.

The team is led by founder and Chief Executive Officer Dan Shepard, with Brent Murff serving as Chief Operating Officer and Andrew Matz as Financial Planner. Oak Road serves clients in Lee's Summit, Kansas City, Blue Springs, Independence, Overland Park, Raymore, Belton, and Sedalia, and has been featured in leading financial publications for its insight on retirement planning, investing, and long-term financial strategy.