Oak Road Wealth Management

Overview

Oak Road Wealth Management is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on fee-based wealth management for individuals, families and some institutional clients, with a clear preference for equity-centered portfolios. Its core services include financial planning, discretionary and nondiscretionary portfolio management for individuals and small businesses, pension consulting support, and client education through seminars and workshops. Investment strategy is tilted toward exchange-traded securities and separately managed equity strategies; the firm uses public equities and ETFs as the primary building blocks for client portfolios. Oak Road is not positioned as a capital allocator and does not market itself as an active ESG investor. The advisory model is percentage-of-AUM fees and the firm serves a relatively compact client roster with personalized relationships rather than high-volume, product-distribution operations.

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Location & Offices