Scott Sturgeon, CFP®, JD Oread Wealth Partners

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About Scott Sturgeon, CFP®, JD, MBA

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 is able to provide value to clients encompassing a variety of 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.

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 by currently sitting on the Board of Directors for The Front Porch Alliance.

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Recently Published

ESOP & Retirement: Key Info for Burns & McDonnell Employee Owners

September 23, 2022

For long-time employee owners at Burns & McDonnell, the balance of your ESOP account can eventually become a significant portion of your overall net worth and often plays a key role in many of the strategies that may make sense to implement as you plan for retirement.

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Inflation stresses out couples in supermarket: Do we really need that?

September 16, 2022

With the financial stress of inflation and rising food costs, families across the country are thinking twice before putting that extra item in their grocery carts.

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Physicians: Considering Locum Tenens? 3 Things Doctors Should Know…

September 8, 2022

Essentially contract work for doctors, locum tenens can be a great way for physicians who are burnt out working long hours for a big hospital or even for doctors who are nearing or currently retired to continue practicing medicine without the constraints of a “9-5” job.

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Ideal Clients

  • Business Owners
  • Medical Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $3600+/engagement
  • Assets Under Management: 1.50%

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