A complete list of active advisors currently associated with Open Wealth Network

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

Open Wealth Network provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, and also offers educational seminars and business consultation. The firm reports roughly $51 million in assets under management across about 77 client relationships as of the most recent filing. The firm describes an evidence-based investment approach that emphasizes passive, asset-class-driven portfolios built with low-cost index mutual funds and ETFs, while also recommending or allocating to unaffiliated independent managers (including access via SEI) when appropriate. Financial planning is tailored to client goals and delivered on ongoing or project-based terms, and the firm offers tools to consolidate and report excluded holdings through the RightCapital platform. What distinguishes Open Wealth Network from many peers is its explicit focus on employee benefit plan and pension consulting—assisting plan sponsors with investment lineups, fee analysis, vendor searches, and participant education—which is less common among independent advisers. The brochure also highlights tax- and planning-related capabilities (the principal holds CFP® and Enrolled Agent credentials and an accounting background), and the firm may recommend implementation options such as securities‑based loans and outside managers as part of its service mix.

To learn more about the advisors currently working at Open Wealth Network, 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.