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Open Road Wealth Management
405 North Forest Avenue, Liberty, Missouri, United States
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About the Open Road Wealth Management
Open Road Wealth Management is a boutique finance institution located at 405 North Forest Avenue in Liberty, Missouri, United States. Specializing in retirement planning, investment management, tax planning, legacy planning, and maximizing Social Security benefits, our comprehensive services are designed to give you the confidence to retire comfortably.
Our team of Kansas City financial advisors, led by Todd Minear, a CERTIFIED FINANCIAL PLANNER™, and Kelli Harpe, a former federal employee, bring years of expertise to help you achieve your retirement goals. As an independent, fee-only firm, we only recommend products and services that benefit you the most, with a fiduciary responsibility and zero cross-selling.
At Open Road Wealth Management, we are dedicated to investing your money, planning your retirement, and ensuring your legacy. As a fee-only advisor, we always put your interests first, providing you with trustworthy and personalized financial advice. With the rising cost of living and the complexities of federal government retirement benefits, we are here to help you navigate your financial journey towards a successful retirement.
Photos of Open Road Wealth Management
405 N Forest Ave, Liberty, MO 64068, United States
Opening hours of Open Road Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Open Road Wealth Management
"We have enjoyed working with Todd since Open Road Wealth's inception and would highly recommend him!"
"We have worked with Open Road Wealth Management for almost 5 years now. Todd has been a wonderful resource as we plan our future retirement. He has been an invaluable resource for all our financial needs. We highly recommend him!"
"I've enjoyed working with Open Road Wealth for the past 5 years. Exceptional advice on tax efficiency, estate planning and retirement accounts. Highly recommended!"
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