Oak Road Wealth Management

Michael Murff is a financial advisor at Oak Road Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial. Outside of his advisory work, Murff is co-owner of Luminare Aesthetics and Wellness, a medical spa offering facials and aesthetic injectables. Oak Road Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a Modern Portfolio Theory approach with a long-term orientation, utilizing ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Andrew Matz is a financial advisor at Oak Road Wealth Management in Lee's Summit, MO, holding a Series 65 credential. He has one year of industry experience, with previous roles at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory career, he was a student at Texas Tech University and worked within the Sedalia 200 School District. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory, using ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Oak Road Wealth Management since 2016, following brief tenures at Capital Investment Management and Cambridge Investment Research. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan consulting. The firm employs a Modern Portfolio Theory-based, long-term trading approach, typically using ETFs and model portfolios, and incorporates Monte Carlo analysis into financial plans to align allocations with documented risk tolerances.