Oak Road Wealth Management is a fiduciary financial advisory firm based in Lee's Summit, MO, serving individuals and businesses in the Kansas City area. They offer comprehensive financial planning, retirement planning, and investment management services to help clients achieve their goals and gain confidence in their financial future.
With a transparent fee structure and a focus on building long-term relationships, Oak Road Wealth Management provides personalized solutions tailored to each client's unique needs. Their team of experienced advisors understands the emotional and overwhelming nature of financial planning and strives to be an objective partner, guiding clients on the path to financial freedom.
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