# Roadmap Wealth Management

Roadmap Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** roadmapwealth.com
- **LinkedIn:** https://www.linkedin.com/company/roadmap-wealth-management

## Regulatory record

- **CRD number:** 229789
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-14T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/229789

## About

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.

## Questions

### What services does Roadmap Wealth Management provide?

Roadmap Wealth Management offers financial planning, tax preparation, and discretionary portfolio management as a coordinated service. The firm advises business owners, individuals, retirement plans, and trusts. Its model emphasizes tax-aware portfolio construction—including tax-loss harvesting and retirement contribution sequencing—alongside entity-level tax planning for business-owner clients.

### Who does Roadmap Wealth Management serve?

The firm primarily serves clients in the Kansas City metropolitan area, particularly Johnson County, Kansas, and the surrounding bi-state region. Its target clientele includes business owners, high-income professionals, retirement plan sponsors, and trustees, with the capacity to serve clients across multiple states through its SEC registration.

### How does Roadmap Wealth Management invest client capital?

The firm constructs client portfolios using exchange-traded funds, individual equities, and fixed-income instruments. Asset allocation is driven by individual financial plans rather than standardized model portfolios. There is no public evidence the firm originates private-market deals, venture investments, or alternative assets directly.

### Is Roadmap Wealth Management connected to any larger financial institution?

Roadmap Wealth Management operates as an independent RIA without disclosed affiliation to a bank holding company, wirehouse, or private-equity-backed aggregator. This independence allows the firm to select investment products without the product-sales incentives associated with larger affiliated wealth management platforms.

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Last updated: 2026-06-03T20:00:00.000Z

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