To serve.
To Succeed.
We provide a wide range of private wealth management, executive services and institutional insight for our clients and corporate businesses.
OpenArc is an independent, registered investment advisory firm serving individuals, families and employers. Our clients enjoy the attention and access to resources typically reserved for large institutional investors. Independence means we source proven solutions across the marketplace, free from the restrictions of proprietary products or platforms … and always in the client’s best interest. All the while, we serve with heart, giving back to our communities through volunteerism and financial support.
Solutions for Families and Individuals
Whether you’re preparing for retirement, navigating executive benefit compensation, or planning your legacy, OpenArc offers personalized strategies built around your life. Learn how we help individuals and families move forward with clarity and confidence.
Solutions for Institutional Clients
From equity compensation and retirement benefit consulting to institutional investment strategy, we help simplify complex situations while delivering targeted results across your employee base. Explore how OpenArc supports plan sponsors, executives, and boards through education, fiduciary guidance, and customized solutions.
SPOTLIGHT
OpenArc In The News
We are grateful to Barron’s for its thoughtful coverage of OpenArc. Like this premier publication, we at OpenArc are growing our business by putting the client first in all we do.
08/16/2026
Why family meetings are becoming key to UHNW estate planning
Featuring Erik Bjerke
Investment News
Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer.
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08/14/2026
Market Recap: 8.14.26
Weekly Brief
CIO Office
Summary: Equities were mixed this week, with the Nasdaq leading at +1.73% and the S&P 500 gaining +1.15%, while the Dow slipped -0.08%, as the 10-year Treasury yield edged down -3 basis points to 4.65%. The labor market showed clear signs of cooling, as the July nonfarm payrolls report revealed the US economy lost 23,000 jobs, well short of the +80,000 estimate, while average hourly earnings softened and the unemployment rate ticked down to 4.1%. On inflation, July CPI came in line with exp
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08/11/2026
OpenArc Corporate Advisory broadens fiduciary reach into workplace benefits search
Featuring Chad Pigg Fife
Investment News
OpenArc’s institutional consulting arm adds RFP-driven provider evaluations as it builds out its post-Merrill fiduciary practice.
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It Starts With a Conversation
Whether you’re navigating complexity or simply looking for a partner you can trust, we’re here to help. We invite you to reach out and explore what’s possible — together.
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