Dan Shepard Email & Phone Number

Oak Road Wealth Management is a Fee-only Registered Investment Advisory firm (RIA). We pledge to act as a fiduciary and not accept fees or commissions based on the sale of investment products or service providers. This drastically reduces the inherent conflicts of interest and allows us to always act in the best interest of our clients.FAMILIESWe help families gain confidence in their ability to achieve their retirement goals. We provide financial planning and investment management services.We work with you to help identify the resources you have accumulated for retirement, consider your current savings rate and help you identify your retirement goals. We create a financial plan for you that gives you a sense of your probability of success for meeting all of your goals. If your probability of success is not as high as you'd like, we work with you to help you make the necessary changes to get you there! Together, we will review your plan regularly to make sure you are still on pace to meet all of your goals!We manage your investment dollars in a manner that reflects your needs based on your financial plan, your risk tolerance and your time horizon.EMPLOYERSWe help companies prepare their employees for retirement by acting as the financial advisor on their retirement plan. We create a micro-website for each of our retirement plan clients that gives employees easy access to their financial advisor and other tools. Employees can access their account, schedule an appointment with their financial advisor and view recent video content. We help you understand the sometimes complex and non-transparent structure of your retirement plan. We can help your leadership team understand and manage their fiduciary responsibilities. In many cases, we can help you make changes that will simplify the plan and may result in significant cost savings to the company and your employees.

Listed skills include Retirement Income Strategies, Financial Planning, Financial Advisory, Wealth Management, and 27 others.