Smart financial planning, personalized for you

personalized financial planning family parents children

A computer algorithm can’t understand your life circumstances or goals, nor can it provide tailored advice on everything from real estate and insurance to tax and estate planning. OpenPlan offers you a dedicated CFP® professional who leverages the latest online tools—so you have the best of both worlds.

personalized financial planning family parents children

Why OpenPlan

You deserve a comprehensive financial plan that fits your lifestyle and values

Working with a financial advisor provides peace of mind, helps you navigate life transitions, and empowers you to pursue the things you truly care about. Traditionally, only people with a certain amount of wealth get to experience the benefits—financial and emotional—of that relationship. We believe that personalized financial planning should be accessible to everyone.

Dedicated
CFP ® Professional

With OpenPlan, you get a dedicated CFP® professional who helps you make the best decisions in all aspects affecting your financial future—investments, taxes, insurance, real estate, retirement, and more.

Foundational Plan

Your—human!—advisor will work with you to create a customized Foundational Plan. You execute your plan, but your advisor works with you regularly to evaluate and update your progress.

Fixed-Fee, No Minimum
Net Worth

OpenPlan is a fixed-fee financial planning service with no minimum net worth requirement. We don’t operate on commissions or sell products, meaning we sit on the same side of the table as our clients.

Add Services
When the Need Arises

Investment management is offered for those clients who need it, with an additional fee that is a percentage of assets under management. We also help you navigate the marketplace for other service providers.

Financial wellbeing starts with a plan.
Ready to have a conversation about your Foundational Plan?

Approach

OpenPlan is not like other advisory services. Here, you’re a client, not a formula. You are engaged with a real-live financial advisor who takes the time to understand your unique goals and challenges, and works with you to create and regularly update your Foundational Plan.

Powered by Brighton Jones

OpenPlan is powered by Brighton Jones, one of the nation’s fastest-growing wealth management firms, with more than $8.5 billion in assets under management. Brighton Jones was founded on the belief that wealth management should be about more than growing and protecting wealth—it should empower people to live a richer life. With OpenPlan, your Foundational Plan benefits from the institutional expertise of the Brighton Jones team.

$ 0 B
Assets

13 Offices Nationwide

0 +
Clients

Clients in More than 40 States

0 %
Retention

Top-ranked Advisor
Barron’s and Financial Times

Team

Grant Lyon OpenPlan advisor

Grant Lyon, CFP®

Matt Mormino OpenPlan

Matt Mormino, CFP®

Lillian Turner OpenPlan

Lillian Turner, CFP®

FAQ

Your financial health is a vital part of your overall wellbeing. Having a comprehensive financial plan can instill confidence, help you achieve your goals, and put you on the path to the life you want to lead.

Let’s take a closer look at our service by answering some common questions we hear about OpenPlan.

A fiduciary is a person who holds a legal and ethical relationship of trust with clients. They are legally bound to make recommendations in the best interest of those clients. At OpenPlan, we are always acting as fiduciaries on behalf of our clients.

At their core, robo-advisors offer an investment product. It is easier than ever before for investors to access low-cost, globally-diversified managed portfolios.

OpenPlan does not compete with robo-advisers, we complement them. True financial plans, like the ones we create for our clients, are about more than just investments. They consider things like risk planning and insurance, estate planning, taxes, real estate and debt, cash flow, and more.

We are powered by the same philosophy and approach that Brighton Jones deploys with over $8 billion in assets under advisement. Our shared investment philosophy is based on human psychology, deep knowledge of financial theory, and a keen awareness of history and a focus on current events. Our investment principles are focused on managing risk and combining asset classes efficiently and cost-effectively.
However often you need to. You always have access and there is no limit. In addition to responding to your needs, your advisor will do an annual review of your Foundational Plan and be in touch periodically to check-in on your progress.
Yes, and in fact we strongly encourage it. We suggest that every client meets at least once with their advisor before signing up.
openplan financial advisor personalized financial planning

Contact Us

Our experienced advisors are here to answer your questions. Complete the form to get started, or schedule a free, no-obligation introductory call.

Our Privacy Pledge

Your personal information will always be yours. We will never sell it or share it without your permission. We work hard to develop and maintain industry best practices to ensure information security is at the core of our technology and business operations.

A no-obligation introductory call is the first step toward your Foundational Plan.

Copyright © 2020 OpenPlan®, a registered trademark of Brighton Jones, LLC. All rights reserved.