Open Wealth Network

About Us

Our mission, as a flat dollar fee-only financial planning and investment management company, is to help you use your human and financial resources to live your best life NOW and in the FUTURE.

Working with Open Wealth Network provides exclusive access to your own CFP® Professional and Fiduciary who can help you answer some of the following important questions:

• Are we on track to reach our goals?

• Is there something we could be doing better?

• How can we reduce our taxes?

• Can we afford to retire?

• Should we do this?


We serve as your experienced partner to answer these and many other questions related to your investments, taxes, and goals. We create a confidential judgement-free environment to discuss those things you’re not comfortable discussing with friends or family. We help you understand what options are available to you and, most importantly, help you take action toward living the life you imagine.