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It’s about peace of mind.
We offer an honest, disciplined, and evidence-based approach to financial advice.
What are your financial goals? What financial decisions are you facing? When done right, investing and financial planning are very personal endeavors. Understanding your goals well helps us serve you well.

We understand the tenants of prudent financial advice, and how a financial plan interacts with financial markets and investing. Once we understand your goals, we can make solid investment and financial planning recommendations guided by time-tested data and academic evidence.

Implement & Improve

Once you are comfortable with the proposed written plan, we implement. Because opportunities come up and life happens, we constantly assess your progress and make adjustments to improve on your plan – always with your best interest in mind.


At its core, financial planning is simple. It is the discipline and patience required to do it effectively that are difficult.
- Joe Hollen, MD, CFP®

Firm Philosophy

Keep it simple
Finances are complicated enough without having to worry about the integrity of the firm with which you’re working.

As a Fee-Only, non-custody firm, we are able to keep our client interactions straight forward and simple. We don’t take commissions and we don’t take custody of your assets, thereby reducing conflicts of interest and potential impropriety.

This is how we keep it simple:

At Open Window, we believe that financial planning and investment advice should not be an insider’s game cloaked in deceptive language, hidden fees and ambiguous motives. We also recognize that we operate in an industry that has profited handsomely from keeping you in the dark, making our approach atypical. Transparent, honest, open, clear – these principles have always defined us and are the basis for how we work.

The Long & Wide View
Open Window is not simply an investment shop. Our approach to financial advice is comprehensive - one that includes risk management, wealth building, wealth preservation, tax mitigation, wealth transfer and charitable planning. We take a long-term goals-based approach to financial planning and investing. In an industry that is focused on market fluctuations and short-term performance, we are planning-oriented and process-driven. We are proactive not reactive.

Our process is as much about you as it is about our approach. Your ongoing participation is essential. We seek to understand your needs and goals before developing your customized plan. We also believe that you should understand our recommendations so you can have trust and confidence in them, and in us.

A Steady Hand
Money tends to be an emotional topic. People make financial decisions rationally, but are also influenced by passion and intuition. Together, we combine instincts and objectivity in order to make better financial decisions.

We help clients frame decisions in time-tested data and academic evidence. Our role, as your financial partner, is to harness our training and experience to help you understand your options and support your decision making process – to be a non-volatile, non-reactionary voice to guide you in making sound decisions for your financial health. 


Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Open Window does not serve as a law firm, certified public accounting firm, nor an insurance agency. Open Window does not prepare legal documents or tax returns, nor does it sell insurance products.