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, CTFA, MBA
I am a Fee-Only, CERTIFIED FINANCIAL PLANNER™, Certified Trust and Fiduciary Advisor and the founder of Open Road Wealth Management. I have put in the work to be a well-educated and experienced financial advisor. I’ve done the BSBA, MBA, CTFA 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.
“We love to help people follow the Open Road to financial success through education, planning, and investing.”
About Kelli Harpe, Federal Benefits Expert
Kelli spent over thirty years in Human Resources in the private and public sectors. She recently retired from the Federal Bureau of Prisons where she served as the Regional Human Resource Administrator for eleven years and was responsible for 6,000 staff in 20 institutions. Kelli is known for her technical expertise in all areas of Human Resources and has extensive experience in federal benefits and staffing.
In 2018, Kelli was awarded the Human Resource Management Division – Assistant Director Award. In 2014, she along with the North Central Regional Office Human Resource team, received the Human Resource Management Division – Special Recognition Award. She was named Administrator of the Year in the North Central Region in 2012 and 2017. Additionally, she was an Honor Graduate from the Federal Law Enforcement Training Academy in 1992.
Kelli has lived in Kansas City for the past 14 years. She, and her husband Gordon, have four children and two granddaughters. In college she was an active member of Delta Delta Delta sorority and remains active in an alumnae chapter in Kansas City. She was also a chartering officer for Gold Key National Honor Society at NAU.
“As a Federal retiree myself, I am looking forward to using my knowledge and experience to help Federal employees make the best decisions to achieve a rewarding retirement.”
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.
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Ready for the Open Road?
Let’s talk about the financial journey that lies ahead.