Early 401k Withdrawals May Cost You
Recent changes in federal law make it easier than ever to tap your retirement savings early. Under the SECURE Act 2.0, Americans now have…
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Plan better. Live better.
We provide financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for you.
Planning Powered by People
OpenPlan® combines trusted investment expertise with personalized service to create retirement plans that employees truly value and engage with. Backed by Brighton Jones’ wealth management experience, we deliver expert investment guidance and personalized support that automated solutions can’t match.
Retirement Plan Advisory
We combine investment expertise, hands-on plan management, and employee-focused financial guidance to create retirement plans that deliver real value for everyone—from your C-suite to your newest hire—while reducing your administrative burden.
OpenPlan® Powered by Brighton Jones
$26B
+
Assets Under Advisement
250
+
Teammates
4,000
+
Clients
98
%
Client Retention
Individual Financial Planning
Every employee can access personalized financial guidance from certified experts. Whether saving for retirement, managing equity compensation, or planning for major life changes, we provide advice to help your team build financial confidence.
Speak with a Retirement Plan Advisor
Whether you have a specific question or you’re interested in learning more about our retirement plan advisory services, we’d love to hear from you.
Our team's best thinking
We believe financial and retirement planning should be accessible to everyone — no matter where they are in their financial journey.
To 401k Rollover or Not to 401k Rollover
You leave your job, and a note hits your inbox: You’re eligible to roll over your 401(k). Sounds important, maybe even urgent. But what…
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How Financial Wellness Programs Help Employees
What would your workplace look like if your employees felt confident, clear, and in control of their finances? For many organizations, the answer is…
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Is a “Retirement Gap Year” a Good Idea?
We often hear about gap years for students — those intentional pauses between high school and college when young adults take time to grow,…
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