Open Wealth Network
Financial Services - Pottstown, PA, US
Open Wealth Network Employees
Open Wealth Network Senior Management
Open Wealth Network Details
Welcome and thank you for visiting. If you're looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you'll be experiencing over the next 20-40 years; you've come to the right place!!! Our mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we're different from other advisors: Advice Only – Never worry about being sold something you don't want. Flat dollar fee – You won't pay more because your accounts are growing. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.We serve a diverse clientele from all professions and stages of life; however, we've found that we're able to deliver the highest value to clients with the following characteristics:Married couples or independent womenStarted our relationship in their mid-30's-50's age$200,000+ of household income OR $400,000+ of accumulated investmentsPrefer to delegate and verify financial mattersHave college bound childrenIT, life science, medical professionals and members of the Quaker Consortium.
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