Specialties
Open Path Financial provides advice-only, fee-only financial planning on the hourly model. Pay only for time you need - by the hour. No asset management fees, no subscription fees. Discover your own Open Path to financial independence, knowing we only work for you.
History
Established in 2024.
Open Path Financial, LLC was started in 2024 by Aubrey Williams to bring the financial concepts and tools of the Financial Independence community (Early Retirement Extreme, Mr. Money Mustache, Mad Fientist, ChooseFI) to individuals and families who wanted to move towards Financial Independence but weren't sure where to start. Also a member of the ADHD/neurodivergent communities, Aubrey developed systems to help individuals and families make changes and increase their confidence and mastery of the sometimes complex topics of personal finance. He found not only did this help ADHD/neurodivergent people, but all people who are struggling with overwhelming, complex, and demanding lives. By focusing on small steps, taken consistently, with just-in-time education, Aubrey is helping clients begin their Financially Independent lives NOW, as they grow towards complete Financial Independence and beyond.
Meet the Business Owner: Aubrey W.
Hi, I'm Aubrey.
I started Open Path Financial, to be the financial advisor that I desperately needed but couldn't find. I hold a Masters from MIT, an MBA, and I'm a proud member of the Financial Independence (FI) community and the ADHD/neurodivergent community.
My mission is to help you put the tools of Financial Independence to work now, to begin living your FI life now, whether you are just starting out, close to FI, or already made the leap and are wondering just how far you can go.
We are fee-only, advice-only, 100% fiduciary at all times and we work on the hourly model, so you only pay for the advice you need. No assets under management fees, retainer fees, or hidden kickbacks from financial products, we only work for you, at all times, period.
I am grateful for each person and family I'm able to help. Thank you for taking the first step to your own Financial Independence.