Who We Serve

Fiduciary, fee-only financial planning & wealth management for doctors, employee owners, and affluent families.

We Specialize in
Working With…

Doctors

Whether you’re running your own practice, working in a group, or as part of a large hospital system, personal finances can be an overarching challenge. Am I making the right financial moves? What do I do with extra cash? Should I pay down debt or invest? What tax strategies am I missing? Am I adequately protected from risk?

The reality is, your financial situation and the decisions you need to make are entirely unique to you and your family. By guiding you through our three step financial planning process, we take the time to get to know you and find solutions to help navigate your most difficult financial decisions.

Employee Owners

Tracking revenues, payroll, inventory and all the components that go into running a successful business is, no shock to you, a full time job. It’s easy then to neglect your own personal finances or view them as simply an extension of your business.

We partner with you to help prioritize what’s important to you from the perspective of your business, but also your life in general. Helping to navigate personal financial decisions and to understand their impact on your long term success.

Affluent Individuals
& Families

Ensuring you’re making the right financial decisions and strategies are not easy tasks. You’re coordinating all of your financial decisions between your accountant, investment broker, insurance agent, and human resources department (just to name a few). The result can be an overwhelming experience. That’s why we partner with you, your family members, and all the stakeholders in your life to ensure your goals and objectives align with all the components of your financial plans.

Get In Touch

We’d love to get to know more about you and how we can help address your current challenges and future goals. If you have any questions or would like to discuss partnering with us, we encourage you to schedule a time to talk with us by clicking here.

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.