Open World Financial Life Planning

Our goal is to help all of our clients move toward their ideal life, and we hold them accountable to doing that. By operating our services on a monthly retainer basis, we make sure to provide ongoing advice. Put simply, if we are your fiduciary, we have to act and provide advice in your best interest at all times. As your fiduciary, we are obligated to work with your best interests in mind. When you use us as your financial planning firm we operate as your fiduciary. For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. We offer comprehensive financial planning, investment management, and educational resources to help you reach your financial goals while freeing you up to pursue your passions! Ian founded Open World with the goal of providing helpful financial life planning services for people like him – young, passionate individuals who want a financial planner with a more relatable, nerdy approach to the often cryptic and confusing world of financial planning.