A complete list of active advisors currently associated with Open Path Financial

Warmer can help you find a great advisor at Open Path Financial or one who fits your needs even better.

Open Path Financial provides fee-only financial planning and advisory services to individuals, families, businesses, trusts, and similar organizations through one-on-one consultations and project engagements. Rather than managing client investment accounts, the firm delivers planning, investment analysis, and related advice on an hourly or fixed-project basis. The firm’s advice emphasizes long-term, diversified exposure to low-cost funds and tax-aware strategies, generally favoring broad index funds and ETF-based allocation tailored to client goals. Work is delivered on a time-based schedule and typically concludes upon delivery of the plan, with clients able to re-engage for follow-up hourly consultations or ongoing hourly advising. Distinctive for a firm in the investment-manager category, Open Path bills on an hourly, fee-only basis and does not charge percentage-of-assets fees, maintain assets under management, or take custody or trading authority over client funds. It also offers a subscription to the modeling software it uses and operates an affiliated education business that provides public financial education and workshop-style content, a combination of services that is uncommon among peers.

To learn more about the advisors currently working at Open Path Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.