About Us

Fiduciary, fee-only financial planning & wealth management for physicians & business owners in Kansas City & across the country.

ABOUT US

Oread Wealth Partners was founded on a very simple premise, that our clients deserve more. More innovative solutions, more tailored advice, and as a result, more time spent pursuing the things they’re truly passionate about. We are a fiduciary, fee-only financial planning & advisory practice with a focus on helping doctors and business owners in the Kansas City area & across the country align their finances with what’s important in their lives.

Scott Sturgeon, JD, MBA, CFP®
Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients navigate their financial lives and helps them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow and business equity analysis, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas.

Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional, meaning he acts as a fiduciary for his clients at all times.

In his free time, Scott loves spending time with his wife Jenny, daughter Scarlett and Mini-Australian Shepherd Birdie. An avid outdoorsman, Scott enjoys fishing, hiking, traveling, and rooting for the Kansas Jayhawks. Scott is also actively involved in the charitable community of the greater Kansas City area by volunteering with The Alzheimer’s Association’s Heart of America Chapter in Kansas City and formerly sitting on the Board of Directors for The Front Porch Alliance.

Oread Wealth Partners, LLC (“Oread Wealth Partners”) is a registered investment adviser offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oread Wealth Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oread Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful or that investments and markets will perform as they have in the past.