Open Window Financial Solutions, Ltd.
You have choices with your finances.
Choose honesty. Choose transparency. Choose a partner who's on your side.
Meet Open Window Financial Solutions - the alternative to big brokerage, commission-based financial services.
We work one-on-one with you to build financial confidence and make better financial decisions. Rather than complicate, we educate. Rather than sell products, we present evidence-based solutions. Our clients recognize this approach is not typical and that is why they have chosen us.
If you are seeking expert and honest financial planning and investment advice, you're looking in the right window.
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.