FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Open Window Financial Solutions
Open Window Financial Solutions, Ltd., is an inter-generational financial advisory firm committed to providing objective, transparent advice. Founded by Dr. Joe Hollen and led by Eric A. Hollen, they prioritize clients' financial well-being above all else.
Their typical client profile includes high earners or diligent savers seeking comprehensive advice from a fee-only advisor. Open Window specializes in assisting those who unexpectedly find themselves in a lead financial role due to life events like death, disability, or divorce. Clients value delegating financial matters to experts, appreciating the long-term partnership and the potential for inter-generational wealth transfer.
Open Window operates as a family business, mirroring their client relationships with kindness, respect, and integrity. Dr. Joe Hollen, a former Emergency Medicine practitioner, transitioned to finance to provide client-centered, unbiased advice in 2004. Eric A. Hollen, with a background in finance and economics, joined in 2011. He emphasizes financial health, actively engaging in local financial communities and charitable organizations.
Their financial planning services are highly customized, addressing clients' unique needs and goals, covering areas such as retirement planning, tax efficiency, debt management, and charitable giving.
Open Window focuses on improving investment outcomes by lowering costs, reducing tax burdens, and maintaining appropriate asset allocation. They guide clients to avoid common investment mistakes and make tax-efficient decisions.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Wealth Management
- Retirement Planning
- Tax Efficiency
- Debt Management
- Charitable Giving
More about Open Window Financial Solutions
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 131562 | 3 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Open Window Financial Solutions.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Open Window Financial Solutions.