A complete list of active advisors currently associated with Open World Financial Life Planning

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

Open World Financial Life Planning serves individual clients, providing tailored portfolio management and a range of financial planning services that cover retirement, estate, tax, insurance, college savings, business planning, and both hourly and comprehensive planning engagements. The firm operates as a solo practitioner registered in North Carolina and manages discretionary accounts for clients without a stated minimum account size. The firm develops client-specific investment policy statements and primarily implements passive portfolios built from index mutual funds and exchange-traded funds, while using fundamental analysis to inform security-level decisions. Accounts are reviewed on a regular basis, typically quarterly, and clients receive written or electronic financial plans and reports; clients may impose reasonable investment restrictions. The principal holds CFP and Registered Life Planner credentials, and the firm incorporates the RLP framework—which includes a two-day Seven Stages of Money Maturity workshop and a mentorship component—reflecting an emphasis on structured life-planning conversations and client education. The firm also offers educational seminars or workshops and aligns planning with investment management by waiving standalone planning fees for clients who use its investment management service and meet the firm’s revenue or asset thresholds; it does not utilize outside sub‑advisers and executes trades on an individual-account basis.

To learn more about the advisors currently working at Open World Financial Life Planning, 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.

Name	Location	Years of experience
Ian Bloom	Raleigh, NC	11

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