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Open World Financial Life Planning

Open World Financial Life Planning is a fee-only financial life planning firm founded in 2018. The firm is focused on providing comprehensive life planning to people who make a difference. Our definition of the word "nerd"? is loose, but it is a name we wear with pride. If you're looking for a firm focused on ongoing advice about more than just your money, you might want to check us out!
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Ian Bloom, CFP®, RLP
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4801 Glenwood Avenue, Suite 200, PMB 275 Raleigh, NC 27612 Phone: (919) 605-4174

Primary Office

4801 Glenwood Avenue, Suite 200, PMB 275 Raleigh, NC 27612 Phone: (919) 605-4174
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