Open Road Wealth Management
Fee-Only Financial Planner located in Kansas City, MO - Serving clients locally and across the country through virtual meetings.
Meet Todd Minear
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
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.
Contact Todd Minear
Kansas City, MO 64157