A complete list of active advisors currently associated with OpenAir Financial, LLC

Warmer can help you find a great advisor at OpenAir Financial, LLC or one who fits your needs even better.

OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Its services include ongoing portfolio management tailored to client goals and risk tolerance, written financial plans addressing estate, tax, retirement and insurance topics, and public seminars and workshops that the firm describes as educational and offered at no charge. The firm’s investment programs are discretionary and built on fundamental analysis, with strategies that can include long‑term holdings, short‑term purchases and trading; OpenAir may implement client strategies directly or via third‑party platforms, SMAs, UMAs or sub‑advisers. Client accounts are reviewed at least quarterly (and more often when warranted) for suitability, rebalancing and tax‑loss harvesting, and the firm aggregates trades for block execution where appropriate. Noteworthy aspects in the brochure include an affiliated insurance business (OpenAir Advisory, LLC) through which firm principals devote about 10% of their time and may receive insurance commissions, a relationship the firm discloses and says it mitigates through fiduciary procedures and client disclosure. The firm also operates from multiple offices, discloses receipt of non‑cash platform benefits (technology and operational support), and generally leaves proxy voting to clients while providing voting assistance upon request.

To learn more about the advisors currently working at OpenAir Financial, LLC, 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.

You can also browse OpenAir Financial, LLC's office locations.