For Companies
Offer retirement benefits employees truly value while reducing the burden of plan administration, employee engagement, and compliance.
Retirement Plan Advisory
Attract and retain top talent with a retirement plan that supports your employees’ retirement goals AND holistic financial wellbeing—without adding complexity or unnecessary costs.
A Smarter Approach to Retirement Plans—Built for Your Business and Your People
We combine trusted investment guidance with hands-on plan management to create retirement solutions that work for everyone. With OpenPlan by Brighton Jones, you get high-touch service, fiduciary expertise, and cost-effective plan design without premium price tags.
For Teams
Experience a plan managed by investment experts—not algorithms—with minimized fees and financial education that makes planning approachable.
For Individuals
Access CERTIFIED FINANCIAL PLANNERS® who provide trusted guidance at every stage of your financial journey, helping you build a personalized financial roadmap.
Why OpenPlan® Powered by Brighton Jones
The Same World-Class Investments We Choose for Ourselves
Our plans are backed by the full investment expertise of Brighton Jones. Our team invests in the same strategies we offer to your employees, demonstrating our commitment to long-term financial success with clear, easy-to-understand investments.
Cost-effective, transparent plans – We minimize expenses with competitive fee structures and negotiated vendor fees, and offer cost-efficient investment options—avoiding hidden fees and conflicts of interest.
Fiduciary protection you can trust – As an ERISA 3(38) investment manager, we take on the responsibility of investment selection, monitoring, and replacement when you become a client—reducing your liability, saving you time, and giving you peace of mind.
An Easy, Stress-Free Experience for Employers
Managing a retirement plan can be complex;, our job is to simplify it. From consulting on compliance and design, to vendor benchmarking and management, we are your trusted partner. We provide the support you need to facilitate a streamlined, worry-free experience.
Full-service plan sponsor support – We are involved in every aspect of your plan, lightening your workload so that you and your team can focus on other priorities.
Dedicated advisor access – No more call center frustration. You have direct access to your dedicated team for quick, informed support.
Service and Support that Engages Employees
A strong retirement plan is more than investments—it’s about empowering employees with the education and expert guidance they need, no matter where they are in their financial journey. We help you and each employee on your team make confident, informed financial decisions.
Direct access to CFP® professionals – Each employee can access one-on-one financial education from Certified Financial Planners, helping them plan for today and the future.
Comprehensive financial education – From personalized coaching, to company-wide seminars, to self-serve content, we help your team build financial confidence and security.
Financial Guidance for Each Employee, From Entry-Level to Executive
For employees who need more customized and holistic support, we can provide tailored financial planning services. We can meet the needs of your entire workforce—from early-career employees building a foundation to highly compensated executives with complex wealth management needs.
Personalized financial solutions – From retirement planning to tax and estate strategies, we offer services that evolve with employees as their careers and financial situations progress.
A seamless continuum of financial care – OpenPlan® connects employees to a firm with over 25 years of experience in holistic wealth management, providing financial guidance that meets their needs today and grows with them over time.
Brighton Jones: Personalized Wealth Management for Each Stage of Your Journey
From your first steps in wealth building to managing multi-generational assets, our tailored approach adapts to your unique financial situation. The Brighton Jones family of services provides sophisticated strategies and personalized guidance to help you navigate each phase of your financial life with confidence and clarity. Talk to us and we’ll help you find the service that’s right for you.
Our Personal Advisory Services: A Continuum of Care
OpenPlan® Powered by Brighton Jones
For individuals and families who are building wealth on a strong foundation, we provide clear financial roadmaps and strategic guidance.
Brighton Jones Personal CFO
For established wealth builders seeking comprehensive financial management, we offer personalized capital preservation strategies while continuing to pursue growth.
Brighton Jones Multi-Family Office
For clients with substantial wealth requiring advanced planning, we deliver sophisticated investment strategies and coordinated expertise across multiple financial dimensions.
Lenora Group
For ultra-high-net-worth families managing generational wealth, we create bespoke solutions that address complex inheritance structures, philanthropic visions, and long-term legacy planning.
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.