Let's Start Building
Your Wealth!
We're Fiduciaries Always Working for You!
We take great pride in investing your money. As a fee-only firm, we are always fiduciaries. Our client-first focus balances your goals with the best investments for your financial situation today, tomorrow, and in the future.
Our Process How we can work together.
We like to keep it simple!
You can book a call or start with our self-evaluation, which walks you through some common financial questions and will deliver instant results.
Let’s Talk!
Together, we can discuss the role money plays in your life, your retirement goals, and your financial concerns.
Take a Self-Evaluation
Take our quick retirement-ready quiz to begin evaluating your goals and what you'd like to get out of a retirement plan.
Our Product Your Retirement RoadMAP.
Get a Retirement RoadMAP to manage your wealth before and after retirement.
Let us be your tour guide to retirement with the Open Road Wealth Management Retirement RoadMAP. Our Made-to-order Action Plan maps out your retirement strategy and how to achieve it.
We can help you build wealth with investment management, tax planning, and strategies to maximize Social Security and other benefits. We can also help with legacy planning.
Based on your needs and wants, the Retirement RoadMAP can be as simple or comprehensive as you need it to be.
Schedule your complimentary 30-minute meeting
Take the first step to solidify a retirement plan that offers massive value and creates ultimate peace of mind.
Stuck in neutral?
These FAQs should help!
Join us and enjoy these Massive Benefits:
- Get your Financial House in Order. Many times this is the first step. You have to be organized to know your starting point. We start with gathering your information and figuring out your goals.
- Move on from Procrastination. It’s time to Get Time on Your Side. We will bug you, nudge you, lean on you or sometimes beg you to get your tasks done! Don’t worry, we will figure out the approach that works best on you!
- Enjoy an honest and objective evaluation. We are educated, experienced, ethical and insightful professionals. We see many things that clients don’t. Afterall, you don’t know what you don’t know. We always tell it like it is – even if you don’t want to hear it.
- Look around the Corner. We look years ahead and anticipate how today’s strategies will impact your opportunity for a successful retirement.
- Get Educated. We believe that educated clients make the best decisions. After we learn your situation and aspirations, we will provide you with the resources so together, we can make the best decision for you
- Collaborate with us. Sure, if we work together, you pay us and you’re the boss. However, you will get the best results when we put our heads together and collaborate. Intimate collaboration will give you the best opportunity for success.
The fees depend on the type of service you’d like. As a boutique agency, we customize our plans to fit your needs.
Generally, our clients pay 1% of the assets we manage.
We also suggest a Retirement RoadMAP (Made-to-order Action Plans), which cost between $3-10,000. It depends on the complexity as we can be as detailed as you need in your roadmap.
You can read more about our fees in our ADV.
Yes – we are Fee Only advisors. The term Fee Only is simple to understand. Fee Only advisors only collect fees from their clients. We believe this aligns our interest with yours. We don’t earn commissions from selling products like many financial advisors do. We put ourselves in the position to be your consultants so we can make recommendations in your best interest. This way, we both win!
Fee Only can be easily confused with Fee Based. Fee Based advisors can earn fees from clients for giving advice while also earning commissions by selling products from mutual fund and insurance companies. Sounds like a major conflict of interest to us!
Yes. We do our best work with those who have $500,000 or more of investable assets.