Open Range Financial Group, LLC

Open Range Financial Group serves individual and high‑net‑worth clients, as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and standalone financial planning and consulting. The firm manages approximately $77 million for about 71 clients through a three‑advisor team and offers investment implementation across stocks, bonds, ETFs, options, mutual funds, private and alternative investments.

The firm typically delivers discretionary portfolio management that combines ongoing monitoring and rebalancing with written investment policy statements and client‑directed restrictions where feasible. Open Range relies on third‑party sub‑advisors for investment management after conducting initial and ongoing due diligence, and its investment analysis includes fundamental and technical methods as well as third‑party manager evaluation.

Notable distinctions include an affiliated insurance agency whose representatives may offer commissionable insurance products (the brochure discloses this affiliation and describes procedures to mitigate the attendant conflicts and the client’s option to use unaffiliated agents). The firm also emphasizes a broader planning toolkit uncommon for firms of this size — including corporate tax planning and cost‑segregation studies — and maintains institutional relationships with custodial platforms (including a digital platform relationship) to support account opening and reporting.