A complete list of active advisors currently associated with Oak Road Wealth Management

Warmer can help you find a great advisor at Oak Road Wealth Management or one who fits your needs even better.

Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also offers pension and profit‑sharing plan consulting. Typical services include ongoing portfolio management, individualized Investment Policy Statements, and written pension consulting plans for retirement plans. The firm follows Modern Portfolio Theory and a long‑term trading orientation, generally favoring ETFs and model portfolios and incorporating Monte Carlo analysis into financial plans to match allocations to documented risk tolerances. While it offers discretionary management, Oak Road reports a larger portion of its assets as managed on a non‑discretionary basis, and it acts as a 3(21) co‑fiduciary for 401(k)/pension engagements without exercising trade discretion. Noteworthy distinctions include the firm’s provision of free educational resources — an Oak Road Wealth blog and client workshops — and a custody requirement that clients use Charles Schwab through Oak Road’s participation in Schwab’s institutional advisor program, from which the firm receives research and other services. The firm also provides comprehensive financial planning at no additional charge for households with $500,000 or more under management and discloses soft‑dollar arrangements and allocation policies intended to promote fair treatment of client accounts.

To learn more about the advisors currently working at Oak Road Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.