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.

10/27/2026

A family “safe word” isn’t just for kids. Consider choosing a private word or question your family can use to confirm urgent requests. It’s one simple way to verify who’s really on the other end of a call or text.

Small actions can ripple outward. Volunteer an hour, donate to a cause you care about, or lend a hand where it’s needed ...
10/24/2026

Small actions can ripple outward. Volunteer an hour, donate to a cause you care about, or lend a hand where it’s needed most. However you choose to help, today is a good day to start.

10/22/2026

What if that panicked call from a loved one sounds exactly like them? Don’t rely on the voice alone. If someone unexpectedly asks for money, hang up and call them back using a number you already know.

Children are up to 50 times more likely than adults to experience identity theft, and the damage can go unnoticed for ye...
10/21/2026

Children are up to 50 times more likely than adults to experience identity theft, and the damage can go unnoticed for years. This article shares eight practical steps parents can take to protect their child’s identity and help prevent long term financial issues: https://hmlink.co/dpk

10/20/2026

Scammers want you to act fast. Your best defense? Do the opposite. If a request involving your money feels urgent, pause and check the source independently before sending money or sharing information.

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.

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

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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