Todd Minear

CFP®, CTFA, MBA

Open Road Wealth Management

Founder and Managing Member

I can work with clients anywhere!

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 and objective financial planning and wealth 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

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

  • Certified Trust and Fiduciary Advisor (CTFA)
    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.

Contact Todd Minear

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Office Locations:

  • By Appointment Only
    Kansas City, MO 64157

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