Brent Murff

What Does It Mean To Be A Fiduciary? Read our latest blog post to learn more! https://www.oakroadwealth.com/1351-2/

Retain and attract employees with an efficient and cost-effective 401k plan! Read our latest blog post to learn more about the importance of a competitive plan.... Link below How Oak Road Wealth Management Helps you Benchmark your 401k Plan: 1) We’ll help you find out what your plan REALLY costs. Based on the result, we can help you figure out if your plan’s pricing is competitive or if there’s a way to save money. 2) We’ll talk to you about how we can help you deliver a better service experience to your employees. Most 401k plan participants have no idea that they have an advisor, don’t know who are or how to contact them. 3) If you decide to hire us as your plan’s advisor, we’ll build your company a micro-site where employees can get access to their advisor and even schedule 1-on-1 meetings with them. What a novel concept! Visit the following link to check out our latest blog post about Benchmarking your 401k: https://www.oakroadwealth.com/your-401k-plan-might-cost-wa/ Give us a call or book an appointment with us through our website to learn more!

Meet Brent Murff, COO of Oak Road Wealth Management!

Check out this article by the Lee's Summit Economic Development Council about our firm Oak Road Wealth Management and the founder Dan Shepard. I'm am so proud to be a part of this organization and to work closely with Dan on a daily basis as we help our clients on their road to financial success!

Be careful with cryptocurrencies like Bitcoin! They have NO intrinsic value! https://www.marketwatch.com//lacking-any-intrinsic-value-b