Financial Well-Being, For Everyone
Our Approach: Expert Guidance, Human Connection
We believe personalized financial planning and disciplined investing should be accessible to everyone—because financial well-being is essential for a thriving life, regardless of where you are on your financial journey.
Investment Expertise First
As part of Brighton Jones, OpenPlan brings real investment expertise to retirement plan administration. Our team members may invest in some of the same strategies we recommend.
People-Centered Service
Retirement and financial planning should be assets to your company, not just boxes to check. We engage employees at all levels of financial confidence with support that demystifies investing and makes planning accessible. Whether you’re a plan sponsor or participant, there’s always a real person ready to help.
Professional Guidance Without Conflicts
OpenPlan relationships are led by CFP® professionals and supported by experts in insurance, taxes, estate planning, and more. Your advisor works directly with you to create a plan tailored to your specific goals and circumstances. As your fiduciary, your best interest is our only priority.
Disciplined Investment Approach
While a financial plan creates the roadmap, smart investing provides the fuel to reach your goals. Our disciplined approach uses evidence-based research to take the guesswork out of portfolio construction. We build financial plans that maximize your chances of long-term success—while helping you live well today.