Todd W. Minear,  CFP<sup>&reg;</sup> - Financial Advisor

Todd W. Minear, CFP®

MBA

Founder and Managing Member

Open Road Wealth Management, LLC

9100 N Lewis Ave
Kansas City, MO 64157
FINANCIAL ADVISOR'S WEBSITE
(816) 507-5237 CONNECT WITH Todd
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General

Todd Minear is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Open Road Wealth Management, LLC in Kansas City, MO and the surrounding communities.

Financial Advisor Overview

About Open Road

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. 

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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