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.
10/23/2026
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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10/19/2026
Q4 Market Outlook
Dr. Strangelove: Or How I Learned to Stop Worrying and Love AI
CIO Office
Dr. Strangelove: Or How I Learned to Stop Worrying and Love AI The title reflects the quarter we just lived through. The worry list has rarely looked longer: the Fed is hiking again, oil and diesel are stuck high, and yields have reached multi-decade highs. Yet the market kept following the thing that matters most, which is earnings. AI is still the engine behind those earnings, and we think that is a reason to stay invested. DOWNLOAD THE REPORT NOW Disclosure: This comment
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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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