Open Wealth Network
Our mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.
Some ways we’re different from other advisors:
Advice Only – Never worry about being sold something you don’t want.
Flat dollar fee – You won’t pay more because your accounts are growing.
No upfront fees – You get billed after the work is done – not before.
CFP® Professional – Rigorously trained and dedicated to your best interest.
Choice – You choose the level of service that fits your needs.
Low annual fee – Planning and investment management for one low fee.
No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.