Daniel Browne, CFP^®

How do I help clients live a richer life?
As an OpenPlan advisor, my mission is to simplify financial complexities and guide clients through personalized strategies that align with their unique goals. I am dedicated to making financial planning both accessible and empowering, helping individuals, families, and entrepreneurs achieve financial independence. By truly connecting with each client’s values and aspirations, I design customized plans that not only reflect their goals but also pave the way to achieving them. My focus is on ensuring that every step forward is intentional, fostering confidence and peace of mind as clients pursue a richer, more secure future.

How do I align my time and money with my values and passions to live a richer life?
I’m passionate about being fully where my feet are, whether that means community engagement or family nights at home. On a sunny day you can usually find me outside with the family exploring a nearby hiking trail. I also enjoy spending time playing piano, tinkering with my car, or finding a pick up game of soccer in the neighborhood.