Plan better. Live better.

We provide financial guidance for companies, teams, and individuals. From entry-level to executive, we have a solution for you.
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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.

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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.
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OpenPlan® Powered by Brighton Jones
$26B +
Assets Under Advisement
250 +
Teammates
4,000 +
Clients
98 %
Client Satisfaction
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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.
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As a business owner, having the OpenPlan team engaging with my employees is such a huge benefit. It goes beyond overseeing our retirement accounts, they help my employees feel like they have a financial partner and someone they can trust.

Melinda, OpenPlan client since 2015

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.

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    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.