About Open Range Financial Group

Open Range Financial Group is an independent wealth management firm that helps people reduce the complexity that comes with wealth by taking on the role of the Family CFO.

We act as your trusted resource, coordinating your complete financial picture and providing guidance across every area of your financial life, including tax planning, insurance, estate planning, investments, cash flow and financial planning. Everything we do for you is customized. You're not told in which financial box you fit. Instead, one is custom-built just for your needs. After all, it's your money, your needs and your life!

We help you answer your everyday, real-life questions, like:

  • Can I afford it?
  • Is my family protected?
  • Will I be able to retire?
  • Will I outlive my investments?
  • What should I do with my money?

Then, we use our simplified, integrated process to create a plan that allows you and your family to protect and grow what you have while achieving your most important goals.

As an Open Range client, you benefit from:

  • Personal service that goes further than you'll normally find anywhere else
  • Honest, top-notch professionals; a first-rate team focused on your comprehensive financial objectives
  • 24-hour access to your accounts and financial plan
  • Low fees and complete disclosure—there are no hidden charges or secret fees