Live for the Open RoadOpen Road Wealth Management is a Fee-Only financial planning and investment management firm that helps clients reach their goals.
About Todd Minear, Fee-Only CFP
I am a Fee-Only, CERTIFIED FINANCIAL PLANNER™ and the founder of Open Road Wealth Management, LLC. I have put in the work to be a well-educated and experienced financial advisor. I’ve done the BSBA, MBA, and CFP® things and have worked in the financial services industry for over 20 years. During that time, I have worked in the corporate setting as well as the small-firm environment. Over the years, I have developed specialties in helping those planning for or enjoying retirement, college funding, crisis situations, and low-cost investment strategies.
I left the corporate world and founded Open Road Wealth Management so I could deliver financial planning and investment management that focuses on the needs of individuals and families.
My home has been Kansas City my entire life. This is where I have built great relationships, supported the community, and in the process of raising three wonderful children. As a family, we enjoy staying active by playing sports, traveling to new places in the RV, motorcycle riding, and following the Golden Rule.
Rest assured, I have the experience and character to help you move along the Open Road to financial success.
About Joel Huet, Fee-Only CFP
I am a Fee-Only, CERTIFIED FINANCIAL PLANNER™ and a partner in Open Road Wealth Management, LLC. I have been in the financial services for over thirty years. In addition to obtaining my CFP in 2001, I have an MBA, CTFA (Certified Trust and Financial Advisor) and CISP (Certified IRA Specialist) designation. I have a wide range of experience including trust administration and management of investment and trust divisions in the Kansas City market. During that time, I twice served as the Missouri Trust Services Chairman.
After many years in the corporate environment, I realized what I enjoy most is helping clients realize their financial goals. With the idea of putting client needs ahead of corporate profits, I joined Todd as a partner in Open Road Wealth Management.
I grew up in Western Kansas, but have lived in the Kansas City metro area since 1989. Over the years I have enjoyed being involved in a number of charitable committees and boards. My wife Tina and I have raised three wonderful boys and really enjoy beach vacations as a family.
My goal is always to create a long-lasting relationship with clients that is built on comfortable communication and trust, with an eye on moving you and your family down the Open Road to success.
“We strive to have client relationships that are built on trust, comfortable communication and a well thought out plan.”Joel Huet, CFP
About Open Road Wealth Management
Open Road Wealth Management is an independent, Fee-Only financial planning and investment management firm. There is no cross-selling.
We create great client experiences by focusing on the following goals and standards:
- To listen
- To provide exceptional and unbiased financial plans
- Create and manage tax-efficient, low cost, and well diversified investment portfolios
- Operate in the environment of fee transparency
- Stay up-to-date by continually learning
- Become our client’s trusted advisor
- Act in a fiduciary capacity
- We are only successful if our clients are
Our use of technology makes our clients’ lives more efficient and simplifies how we work together. We use technology to communicate virtually (if preferred by our clients), assess and model risk, develop great financial plans, create efficient portfolios, and clients can see all their accounts in one place, regardless of where they are held, through our client portal.
Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners: Todd W. Minear of Open Road Wealth Management, LLC accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)
Todd W. Minear of Open Road Wealth Management, LLC in Kansas City, MO has been accepted for membership in leading Fee-Only association in the United States.
Open Road Wealth Management, LLC Implements Award-Winning Risk Alignment Platform to Drive Client Success
Kansas City, MO, 64157 – Open Road Wealth has announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.