Todd Minear (CFP®, MBA)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

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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This Office

400 N Missouri St Liberty, MO 64068-1734 Phone: (816) 507-5237