Oak Road Wealth Management

Michael Mahon _{on Google}

Mar 2nd, 2023

Dan and his team are extremely knowledgeable and professional. They are able to articulate complex investment strategies clearly in simple terms. Oak Road Wealth Managemt takes their fiduciary responsibility very seriously, and they always make data driven decisions with their clients' best interests as their primary focus.

Michael Stults _{on Google}

Apr 6th, 2022

Complete professionals in their overall business acumen related to money & wealth management. Their courtesy, kindness, compassion, low-pressure and willingness to listen in my opinion set them apart from all the other fiduciaries out there. Stand up guys!

Ron Estep _{on Google}

Mar 28th, 2022

With Dans retirement planning for my wife and I, we can truly enjoy our retirement years. We spend our savings knowing that our future is financially secure. I credit Dan with giving us this confidence in our future.
Dan is knowledgeable and a great listener. He started helping us in 2016. I agree completely with his investment strategy, which takes the emotion and stress out of investing our savings. Marion Labs helped us build an abundant IRA and Dan is taking care of it very well. We are very happy with the growth of our savings.
We believe in Dan, as does our entire family, since they have Dan helping them also, We all highly recommend Dan and his team.

Chad Godfrey _{on Google}

Sep 8th, 2021

Dan and the team at Oak Road Wealth Management are the very best in the financial planning business. They approach financial planning in a way that is interesting, engaging, and very specific to your needs. They genuinely care about you and your financial success. Look no further!