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Todd Minear (CFP®, MBA)

Todd Minear focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Federal Employees
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a fee-only, CERTIFIED FINANCIAL PLANNER™ and the founder of Open Road Wealth Management, LLC.  I have put in the work to be a well-educated and experienced financial advisor.  I’ve done the BSBA, MBA, and CFP® things and have worked in the financial services industry for over 20 years.  During that time, I have worked in the corporate setting as well as the small-firm environment.  Over the years, I have developed specialties in helping those planning for or enjoying retirement, advising those in crisis situations, giving second opinions, and late-stage college funding.

I left the corporate world and founded Open Road Wealth Management so I could deliver independent financial planning and investment management services while always acting as a fiduciary.

Rest assured, I have the experience and character to help you move along the Open Road to financial success.

Additional Information

My home has been Kansas City my entire life.  This is where I have built great relationships, supported the community, and in the process of raising three wonderful children.  As a family, we enjoy by playing sports, traveling to new places in the RV, motorcycle riding, and following the Golden Rule.

 

NAPFA Start Date

February 16, 2017

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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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Visit Website Download vCard
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

N Forest Ave Liberty, MO 64068-1734 Phone: (816) 507-5237
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