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 consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities; the firm also offers public seminars and workshops that are educational and free to attend. As of December 31, 2025, OpenAir reported approximately $318 million in discretionary assets under management across roughly 860 client relationships. The firm structures portfolios around client‑specific goals, time horizons, and risk tolerances, employing fundamental analysis and a mix of long‑term, short‑term, and trading strategies. OpenAir implements strategies both directly and via third‑party platforms and managers (including SMAs, UMAs, and TAMPs), delivers written financial plans generally within 30 days, and bills investment management fees quarterly in advance while imposing no account minimum. Notable differences from many peers include operating multiple offices (six) and maintaining a program of public educational seminars and workshops, features that are less common for team firms. The firm is jointly owned by three principals with roughly equal stakes and operates an affiliated insurance agency through which principals spend about 10% of their time and may receive commission compensation; this relationship is disclosed in the brochure and identified as a potential conflict the firm seeks to mitigate through disclosure and fiduciary procedures.

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.