OpenRoad Wealth Advisors

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OpenRoad Wealth Advisors Advice and planning for individuals, families, and business owners. Please get in touch for a complimentary consultation.

We believe you should have the opportunity to design your life true to its full potential with a team that anticipates your needs and cares about your outcomes. Here at OpenRoad Wealth Advisors, our team offers a combined 50+ years of experience in our industry. We strive to get to know and understand each of our clients personally, as that is a primary building block for our long-term, client-first outlook. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. OpenRoad Wealth Advisors, 23 Main Street, Suite 2A, Andover, MA 01810, (978) 475-5500. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Please join us in wishing our Chief Joy Officer, Harper "Cinnabun" Holland, a very happy 1st birthday! 🎂🐶🎉 Harper has sp...
10/14/2026

Please join us in wishing our Chief Joy Officer, Harper "Cinnabun" Holland, a very happy 1st birthday! 🎂🐶🎉

Harper has spent the past year spreading smiles, boosting morale, and keeping our team on its toes. 💕 Interested in a little extra joy? Need a smile? Joy sessions are available upon request! 🐾😊

10/13/2026

Equity investors had a lot to digest in the third quarter, including higher oil prices, accelerating inflation, strong economic reports, and a Fed rate increase: https://www.openroadwa.com/market-update

Grandchildren have a way of changing your plans, including your financial ones. Whether you hope to help with education,...
09/13/2026

Grandchildren have a way of changing your plans, including your financial ones. Whether you hope to help with education, share your wealth, or leave a legacy, thoughtful planning can help turn those wishes into action.

Your 401(k) may be one of your most important retirement savings tools. Take a few minutes today to check your progress ...
09/11/2026

Your 401(k) may be one of your most important retirement savings tools. Take a few minutes today to check your progress and consider whether any adjustments could help you stay on track.

On this day of remembrance, we pause to reflect and honor all those affected by September 11. We will never forget.
09/11/2026

On this day of remembrance, we pause to reflect and honor all those affected by September 11. We will never forget.

Medicare catches many people off guard. Small timing mistakes can lead to higher premiums, lost HSA contributions, or co...
09/01/2026

Medicare catches many people off guard. Small timing mistakes can lead to higher premiums, lost HSA contributions, or coverage gaps. This article outlines six common Medicare caveats and why proactive planning matters before age 65. If Medicare is coming up for you, let’s talk. Schedule a call. https://hmlink.co/dJW

College costs are higher and more confusing than ever. This article shares seven practical steps parents can take to avo...
08/04/2026

College costs are higher and more confusing than ever. This article shares seven practical steps parents can take to avoid overpaying and plan more confidently for college. From scholarships to funding gaps, it helps bring clarity to a stressful process: https://hmlink.co/dJR

Caring for aging parents often means juggling emotional, logistical, and financial pressures. This article explains why ...
07/07/2026

Caring for aging parents often means juggling emotional, logistical, and financial pressures. This article explains why a holistic caregiving strategy can help families manage costs, coordinate resources, and protect everyone’s financial future: https://hmlink.co/dJK

Celebrating freedom, family, and the moments that matter most. Here’s to a safe and joyful Fourth of July—and a future w...
07/04/2026

Celebrating freedom, family, and the moments that matter most.
Here’s to a safe and joyful Fourth of July—and a future worth planning for. 🇺🇸

📄🍦 Thank You, Andover! We had a great turnout at our Shredding & Ice Cream Event—thank you to everyone who came by to sh...
06/23/2026

📄🍦 Thank You, Andover!

We had a great turnout at our Shredding & Ice Cream Event—thank you to everyone who came by to shred documents, enjoy a treat, or simply say hello. Thanks also to Miss K’s Ice Cream and A1 DATASHRED for their partnership.

It was wonderful connecting with so many of you (and celebrating alongside the Farmers Market opening!).

We appreciate the opportunity to serve our community and look forward to the next event.

Address

23 Main Street Suite 2A
Andover, MA
01810

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+19784755500

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