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Oak Road Wealth ManagementFinancial advisor in Lee's Summit, MO

Oak Road Wealth Management is a financial advisor at 210 SW Market St, Lee's Summit, MO 64063, ranked #24 of 314 financial advisors in Lee's Summit and rated 5.0 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lee's Summit, MOUpdated 0 paid placements in any rankingHow we rank

Call (816) 607-9188Website ↗

Key facts

Key facts about Oak Road Wealth Management
Address210 SW Market St, Lee's Summit, MO 64063Get directions
Phone(816) 607-9188
Websiteoakroadwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lee's Summit and 11 towns within 25 miles: Raytown, Grandview, Raymore, Blue Springs, Belton, Grain Valley, Independence, East Independence, Kansas City, Gladstone and Liberty.

Based in Lee's Summit, MOView on map

Opening hours

Opening hours for Oak Road Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oak Road Wealth Management

How is Oak Road Wealth Management ranked in Lee's Summit?

Oak Road Wealth Management is ranked #24 of 314 financial advisors in Lee's Summit by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oak Road Wealth Management’s hours?

Oak Road Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oak Road Wealth Management serve?

Serves Lee's Summit and 11 towns within 25 miles: Raytown, Grandview, Raymore, Blue Springs, Belton, Grain Valley, Independence, East Independence, Kansas City, Gladstone and Liberty. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oak Road Wealth Management?

Oak Road Wealth Management has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oak Road Wealth Management?

Call Oak Road Wealth Management on (816) 607-9188. The business is at 210 SW Market St, Lee's Summit, MO 64063. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Oak Road Wealth Management compared with nearby businesses
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Oak Road Wealth Management (this business)—695.0 (13)NoNo
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