OpenRoad Wealth Advisors

06/03/2026

The ladies of OpenRoad spent this past rainy New England Saturday out in Boston 🙂 A celebratory brunch and shopping outing on Newbury Street for goals reached! Who doesn't love a new pair of shoes?!

05/29/2026

A 529 Plan is a smart way to save for college, and the good news is it’s counted as a parental asset in financial aid calculations, which reduces its impact on aid eligibility. If you’ve been hesitant to open one, these facts could alleviate some of those concerns: https://bit.ly/4cEjcx6

05/28/2026

📄🍦 Free Shredding & Ice Cream — June 20! 🍦📄

Join us on Saturday, June 20, from 11:00 a.m. to 2:00 p.m. for a free paper shredding event at OpenRoad Wealth Advisors.

Bring your sensitive documents and have them securely shredded on site—quick, easy, and confidential. Plus, enjoy a treat from an ice cream truck, on us!

📍 Back parking lot of OpenRoad Wealth Advisors
23 Main Street, Andover, MA

It’s also the opening day of the Andover Farmers Market, just steps away—perfect timing to stop by.

No cost. No RSVP. Just drop in! And bring a friend!

05/27/2026

Life changes can bring both financial and emotional 💛 stress. List what’s changed and what hasn’t to help identify where budget updates may be needed. 📊

05/25/2026

🇺🇸 Today, we honor and remember the brave heroes who gave their lives for our freedom. Their sacrifice will never be forgotten.

05/10/2026

Today we’re celebrating the moms, bonus moms, and mother figures who inspire us every day—at work and at home. 💕

Thank you for all you do, today and always. Happy Mother’s Day!

03/03/2026

🎉 We’re Celebrating One Year!

It’s officially the first anniversary of OpenRoad Wealth Advisors, and we’re feeling incredibly grateful. Thank you to every client, partner, friend, and supporter who has been part of our journey this past year.

Your trust means everything to us. Here’s to many more years of helping you navigate YOUR financial road ahead. 💙

01/27/2026

🏡 Planning to buy a home in 2026?
The start of the year is a great time to prepare so you have all your ducks in a row before making the big move:

🔍 Look Beyond Your Credit Score
📑 Lenders are paying closer attention to payment history and overall money habits—not just one number.

📂 Get Financially Organized
💰 Reviewing savings, debt, and monthly expenses now can make the process smoother later.

💡 Plan for the Full Cost
💵 Budget ahead for taxes, insurance, and repairs to avoid financial pressure later.

Source: https://bit.ly/Janseries2

Do you want to buy a house at the beginning of 2026? Learn how to prepare now so that you're well-positioned to buy in just a few weeks.

01/20/2026

✨ Want your money to feel more organized as the new year begins?
Planning doesn’t have to mean big changes. Often, a few small habits create clarity and set the tone for the year ahead:

📊 Know Your Starting Point
🔍 Reviewing where money went last year helps identify what’s working and what may need adjustment.

✅ Create One Early Win
⚡ A simple step like automating a transfer or reviewing a bill can build momentum.

🔄 Plan for Continuity
🕒 Habits that fit your routine are easier to sustain for the whole year.

Source: https://bit.ly/janseries1

01/19/2026