Discover a modern take

on classic

financial planning

Because financial freedom never gets old.

Invest in your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Introducing Guided Wealth Portfolios with Mike Tarrant, CFP®

Start Investing for Your Future Today.

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get Mike Tarrant's experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

 

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor, dedicated to you and your goals, helping to guide you through the investing process. 

 

Intelligent investing with

a personalized roadmap

Guided Wealth Portfolios (GWP) offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Make every

mile count

HOLISTIC

ADVICE

By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.

TAX-EFFICIENT

INVESTING

Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

TAX-LOSS 

HARVESTING

If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

CONSISTENT

MONITORING

Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

GET GOING

At Open Road Financial, we use our know-how

to help you make your financial goals

as realistic and attainable as possible.

So what comes next?

Mike's Story 

I became a financial planner in 1992.

I was inspired by my parents' hard work, watching them make ends meet while growing up in our blue collar, middle-class Atlanta neighborhood. I have always tried to help others, and now as a financial planner, I strive to help people make the most of their lives and relationships through personalized financial planning. 

When people ask me what I do, I tell them I help clients align their money with their life's goals.

Most of my clients want help figuring out if what they’re doing will get them where they want to go.

I take the time to consider a client’s entire situation, working with them step-by-step to make positive changes towards their financial goals. We address potential blind spots, and leverage technology to help keep things streamlined and efficient. I’ve been helping people organize and oversee their financial lives for 25 years now, and I love what I do.

 
 

Let's Work Together

We want to come along for the ride.

Call 770-353-6414 today and get going.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a Registered Investment Advisor. IFG Advisory, LLC and Open Road Financial are separate entities from LPL Financial. Tax and legal services are coordinated with independent third-party professionals. Mike Tarrant is registered to do business in the following states: CA CO FL GA HI NC NY OH PA SC TX WA

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL).  GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities.  If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. 

 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

 

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Open Road Financial 

Mike Tarrant, CFP

200 Ashford Center North, Suite 400

Atlanta, GA 30066

770-353-6414

  • White LinkedIn Icon