Open Road Wealth Management
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
PO Box, Boyers, Pennsylvania, 16017, Uni...Phone Number
(816) 507-5237Website
www.openroadwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Open Road Wealth Management
Open Road Wealth Management is a boutique Kansas City Northland firm providing Retirement and Tax Planning/Wealth Management services for individuals aged 50+, members of the military, and Federal government employees. With a focus on being a trusted fiduciary, their comprehensive services include Retirement Planning, Investment Management, Tax Planning, Legacy Planning, Social Security optimization, and Insurance optimization to help clients retire comfortably. Their team, led by CERTIFIED FINANCIAL PLANNER Todd Minear and former federal employee Kelli Harpe, offers personalized advice and a fee-only approach to ensure the best interests of clients are prioritized.Explore more
Open Road Wealth Management Org Chart
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Fee-Only Financial, Cfp, Trusted Fiduciary Ad...
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Revenue
Number of Employees
Type
Funding
Founded In
Open Road Wealth Manageme...
<$5M
1-10
Private
-
2016
JA
Jonathan AstaFinancial Planner & Investment Counselor
Company Profile Activity
Activity Insights
Open Road Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Open Road Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Open Road Wealth Management.
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Open Road Wealth Management is a boutique Kansas City Northland firm providing Retirement and Tax Planning/Wealth Management services for individuals aged 50+, members of the military, and Federal government employees. With a focus on being a trusted fiduciary, their comprehensive services include Retirement Planning, Investment Management, Tax Pla... Read More
