Open Road Wealth Management

A Fee-Only financial planning and wealth management firm.

Based in the Northland of Kansas City, Missouri, we are an asset to our clients across the country by using time-tested strategies to help them meet their goals.

Retirement Planning

Investment Management

Federal Government Employee Benefits

Retirement Planning

Learn how to balance today’s needs, wants , and wishes while making progress with your retirement plan.  Already retired? We provide insight on how to use your assets to create efficient income.

Accumulation

Transition from Accumulation to Distribution

Distribution

Investments

Generally, our investment philosophy is a core/satellite approach, based on Modern Portfolio Theory, using a combination of passive and active managers. The three cornerstones of our approach are:

Diversification

Low Cost

Tax Efficient

Federal Government Employee Benefits 

Are you a Federal Government Employee who wants to maximize your benefits before and after retirement?  We can help.

E

CSRS / FERS

E

Health Insurance

E

Thrift Savings Plan

E

Benefits for Family Members

E

Life Insurance

E

All Other Federal Benefits

A Fee-Only Financial Planner

Wondering how the “Fee-Only” approach benefits you?

Todd Minear is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) specializing in retirement planning, crisis situations, and low-cost investment strategies.

Ready for the Open Road?
Let’s talk about the financial journey that lies ahead.