Open Road Wealth Management
Fee-Only Financial Planner located in Kansas City, MO - Serving clients locally and across the country through virtual meetings.
I am a fee-only, CERTIFIED FINANCIAL PLANNER™ and the founder of Open Road Wealth Management, LLC. I have put in the work to be a well-educated and experienced financial advisor. I’ve done the BSBA, MBA, 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, advising those in crisis situations, and giving second opinions.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Todd Minear is a NAPFA-Registered Financial Advisor
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.
Todd Minear is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Todd Minear is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Todd Minear is a Member of the XY Planning Network
The 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.
Contact Todd Minear
Kansas City, MO 64157