(775) 827-0670
Confidence. Endurance. Discipline.
The path to financial success is clear. We help you stay on track.
 
We hear stories of advisors who seem to be working for themselves, more than for you.
  •  They're not doing a great job, certainly not well enough to recommend to loved ones.
  •  They lack a clear record of promises made versus results received.
  •  They seem to charge more than necessary, sometimes many times more. But it's hard to tell because their costs are not well disclosed.
 
Open Window puts an end to this charade. You deserve more.
  •  We provide better service, expertise, and results, at a lower and known cost.
  •  Our advice is independent, objective, and customized to you by considering all aspects of your finances.
  •  Referrals from loved ones are our greatest source of new clients.
 
For families and individuals nationwide, Open Window provides fee-transparent, total-picture financial planning services. Guided by founder Joe Hollen, MD, we have expertise in financial advice for physicians and other medical professionals. 
 
For institutional investors (pensions, trust, foundations, etc.) we provide disciplined, evidence-based guidance in portfolio management.
Total-picture financial planning and investment services for
families and individuals.

Disciplined investment advice for organizations and institutions.