Oly Investments LLC

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lees Summit open by appointment only is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Oak Road Wealth Management, located in Lees Summit, MO, offers personalized financial planning, retirement planning, and investment management services for both individuals and businesses. Their team of fiduciary financial advisors is dedicated to helping clients navigate their financial journeys with transparency and confidence. With a focus on aligning their interests with those of their clients, Oak Road Wealth Management employs a straightforward fee structure and provides unbiased advice to ensure that clients feel secure in their financial futures. By addressing the emotional aspects of investing, they strive to empower clients to maintain a clear path toward achieving their financial goals. Generated from the website