Oak Road Wealth Management of Raymore

Oak Road Wealth Management of Raymore is a wealth management firm serving Raymore, Missouri, with a 5.00 rating based on customer reviews. The firm provides comprehensive financial planning and disciplined investment management for individuals and families, with a particular focus on those approaching or living in retirement. Its services span retirement income planning, withdrawal strategy, Social Security timing, tax strategy, legacy planning, asset protection, and ongoing portfolio oversight.

The firm operates as a fee-only fiduciary, meaning it does not sell financial products or earn commissions, and every recommendation is guided solely by the client's best interest. Oak Road follows a three-step process that begins with understanding the client's goals and financial picture, moves into developing an integrated plan that combines financial planning, investment management, and long-term wealth considerations, and continues with ongoing guidance to keep the strategy aligned as needs evolve. Beyond individual retirement planning, Oak Road also works with business owners on small business retirement plans and 401(k) programs, offering plan evaluation, design, implementation support, fiduciary guidance, investment oversight, provider coordination, plan reviews, and employee education. The leadership team includes founder and Chief Executive Officer Dan Shepard, Chief Operating Officer Brent Murff, and Financial Planner Andrew Matz.

Oak Road Wealth Management of Raymore is located at 210 SW Market Street. The firm serves a broad regional area that includes Lee's Summit, Kansas City, Blue Springs, Independence, Overland Park, Raymore, Belton, and Sedalia, building long-term relationships with the individuals, families, and businesses it works with across the region.

Holding a perfect 5.00 rating from its reviewing customers, Oak Road Wealth Management of Raymore is a fiduciary firm whose retirement-focused, commission-free approach serves individuals, families, and small businesses throughout the Kansas City region.