Todd Minear
CFP®, CTFA, MBA
Open Road Wealth Management
Founder and Managing Member
Todd Minear
CFP®, CTFA, MBA
Open Road Wealth Management
Founder and Managing Member
We love to help people follow the Open Road to financial success through education, planning and investing. We specialize in helping Baby Boomers and Federal Government employees reach their goals. - Todd Minear, CFP®, CTFA, MBA
Fee-Only Financial Planner located in the Northland of Kansas City, MO. Our use of technology makes our clients' lives more efficient and simplifies how we work together.
Todd Minear is a Kansas City, MO fee-only financial planner. Open Road Wealth Management provides comprehensive fee-only financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Minear is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I am Todd Minear, a Fee-Only, CERTIFIED FINANCIAL PLANNER™, Certified Trust and Fiduciary Advisor and the founder of Open Road Wealth Management. I have put in the work to be a well-educated and experienced financial advisor. I’ve done the BSBA, MBA, CTFA and CFP® things and have worked in the financial services industry for over 20 years. During that time, I have worked in the corporate setting as well as the small-firm environment. Over the years, I have developed specialties in helping those planning for or enjoying retirement, college funding, crisis situations, and low-cost investment strategies.
I left the corporate world and founded Open Road Wealth Management so I could deliver financial planning and investment management that focuses on the needs of individuals and families.
My home has been Kansas City my entire life. This is where I have built great relationships, supported the community, and in the process of raising three wonderful children. As a family, we enjoy staying active by playing sports, traveling to new places in the RV, motorcycle riding, and following the Golden Rule.
Rest assured, I have the experience and character to help you move along the Open Road to financial success.
Todd Minear is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We create great client experiences by focusing on the following goals and standards
- To listen
- To provide exceptional and unbiased financial plans
- Create and manage tax-efficient, low cost, and well diversified investment portfolios
- Operate in the environment of fee transparency
- Stay up-to-date by continually learning
- Become our client’s trusted advisor
- Act in a fiduciary capacity
- We are only successful if our clients are
Our use of technology makes our clients’ lives more efficient and simplifies how we work together. We use technology to communicate virtually (if preferred by our clients), assess and model risk, develop great financial plans, create efficient portfolios, and clients can see all their accounts in one place, regardless of where they are held, through our client portal.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Planning for Retirement
- Creating Retirement Income
- Tax Efficient Investment Management
- Life Events
- Second Opinions
Ideal Clients
- Baby Boomers and Retirees
- Federal Government Employees
- Business Owners and Executives
Working Together
- Full Time Fiduciary
- In-Office and Virtual Meetings
- Regular Communication
- We Listen
Professional Designations & Affiliations
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Todd Minear is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Todd Minear is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Todd Minear is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Todd Minear is a Certified Trust and Fiduciary Advisor (CTFA)Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts, and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation, or trust administration.
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Todd Minear is Quoted in the Wall Street Journal: "Things to Know Before Living in Your RV Full Time"
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Todd Minear is Quoted in Investor's Business Daily: "When Advisors' Personal Hobby Becomes Part Of Their Business Brand"
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Todd Minear is Quoted in the Kansas City Star: "The link between Harley adventures and financial plans"
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Todd Minear is quoted on CNBC: "Ditch the 4 percent rule. Here’s how to handle your retirement withdrawals"
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Todd Minear is Quoted on Bloomberg: "Ten Ways to Get a Good Return on Your Cash (Stocks Not Included)"
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Todd Minear is Quoted in The Kansas City Star: "The top 10 not-so-common financial tips for the New Year"
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Todd Minear is Quoted in US News and World Report: "10 Retirement Resolutions for Retirees"
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Todd Minear is Quoted in the University Herald: "Top 5 Financial Tips For The 2017 New Year"
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Todd Minear is Quoted on Geico.com: "5 Financial New Year’s Resolutions To Make This Year"
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Todd Minear is Quoted on Yahoo Finance: "10 Retirement Resolutions for Retirees"
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Todd Minear is Quoted in the Chicago Tribune: "After a layoff, keep children in the loop"
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Todd Minear is Quoted in MarketWatch: "How to protect your family members — or yourself — from elder abuse"
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Todd Minear is Quoted in Financial Advisor Magazine: "Ten Ways To Get a Good Return on Cash (Stocks Not Included)"
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Todd Minear is Quoted on The Financial Planning Association of Central Florida: "Best Financial Advice for 2017: Experts’ Top 15 Money Tips for the New Year"
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Todd Minear is Quoted on Fox Business: "9 New Year's resolutions for the nearly retired"
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Todd Minear is Quoted in the Grand Forks Herald: "YOUR MONEY: Don't fail college saving 101"
Contact Todd Minear
Office Locations:
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By Appointment Only
Kansas City, MO 64157
