Roadmap Wealth Management

Roadmap Wealth Management

Roadmap Wealth Management was established in 2015 in Overland Park, Kansas, with a founding thesis that meaningful wealth management requires financial planning, tax preparation, and portfolio management delivered as a coordinated service rather than separate vendor relationships. The firm targets business owners, high-income professionals, and retirement plan sponsors across the Kansas City metropolitan area, operating as an independent registered investment advisor without the product-sales incentives typical of wirehouse-affiliated practices. The firm manages discretionary portfolios composed primarily of exchange-traded funds, individual equities, and fixed-income instruments, with asset allocation driven by client-specific financial plans rather than model-portfolio templates. Its tax-planning integration—including tax-loss harvesting, retirement contribution sequencing, and business entity structuring—represents a core differentiator in a market where most RIAs outsource tax advisory to separate CPA firms. Geographic coverage centers on Johnson County, Kansas, and the broader Kansas City bi-state region, though the firm's SEC registration permits it to serve clients across multiple states including Missouri. Roadmap Wealth Management lacks the institutional scale or multi-family office infrastructure of larger Midwest peers like Mariner Wealth Advisors or Creative Planning, which also trace roots to Overland Park. No adjacent venture arm, philanthropic foundation, or real-asset subsidiary has been disclosed. The firm's structural differentiator lies in its deliberate narrowness: by avoiding insurance sales, alternative asset origination, and the overhead of private-market deal teams, Roadmap can price its integrated tax-and-planning service for family-business owners and W-2 professionals who are frequently underserved by asset-minimum-gated multi-family offices. The structural edge is not scale but simplicity. For business owners navigating entity-level tax decisions alongside personal retirement accumulation, Roadmap's practitioner model—where the advisor who constructs the portfolio also understands the client's K-1—removes the communication friction that fractured vendor chains introduce. This architecture mirrors the rise of planning-first RIAs that gained market share in the decade after the Department of Labor's 2016 fiduciary rule debate, even as that rule itself was vacated.