A complete list of active advisors currently associated with Openhanded Wealth LLC

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

Openhanded Wealth LLC provides investment management and comprehensive financial planning to individuals, high-net-worth individuals, and small business owners, offering both ongoing advisory relationships and project-based planning engagements. The firm operates on a fee-only basis and typically charges percentage-of-assets fees for discretionary portfolio management while also advising on retirement, estate, tax, insurance, and business-planning matters. The firm’s investment process is grounded in asset allocation and Modern Portfolio Theory, with a preference for passive, low-turnover mutual funds and ETFs and the use of outside managers or model portfolios to implement client strategies. It also applies a Biblically Responsible Investing (BRI) overlay by selecting screened funds from families such as Eventide, Inspire Investing, Timothy Plan, and OneAscent, and it makes use of the Altruist Model Marketplace and custodial platform to deploy models and administer accounts. Notable distinctions include the firm’s use of client testimonials in its advertising, a practice that is uncommon among independent advisers, and its institutional relationship with Altruist, which it recommends as the primary custodian and uses for model subscriptions. Openhanded Wealth is a single-advisor, fee-only practice managing a modest asset base (roughly $853,000 across a small client roster), which may affect scale, platform access, and how services are delivered compared with larger firms.

To learn more about the advisors currently working at Openhanded Wealth 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.