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.
OpenArc Success Stories
Overnight, everything changed for former NFL wide receiver Malcolm Mitchell. Hear Malcolm share how he navigated the financial opportunities that came with his NFL career, built a plan for life after football, and turned his platform into the Share the Magic Foundation.
10/28/2026
Cybersecurity Habits to Help Protect Your Financial Life
Featuring Data Privacy Checklist
OpenArc
An email arrives from your financial advisor asking you to verify account information for an upcoming transfer. Another appears to come from your estate planning attorney with trust documents to review and sign. The names are familiar, the logos look right, and the requests seem routine. That’s exactly what can make today’s cyber scams so convincing. Fraudsters are increasingly adept at making messages look legitimate, sometimes timing them around activity you may already be expecting
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10/23/2026
Weekly Market Recap: 10.23.26
Weekly Brief
CIO Office
Summary: Equities were mixed this week, with the Dow up +1.32% while the S&P 500 (−1.04%) and Nasdaq (−2.64%) fell as AI spending concerns resurfaced. Economic data was light. Import prices rose +1.1% in September on higher fuel costs, and export prices rose +2.2%, led by petroleum, natural gas, and chemicals. Housing was soft, with housing starts (−5.2%) and pending home sales (−7.3%) both falling, while initial jobless claims dropped to a three month low of 194,000. Fed Chair Kevi
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10/19/2026
Prenups for founders: How advisors can protect the business
Featuring Brittany Hartnett
Investment News
How can founders keep business growth from becoming marital property?
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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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