OpenArc Corporate Advisory

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OpenArc Corporate Advisory We are a national independent, RIA firm serving private clients and institutions across the country.

OpenArc Corporate Advisory is a national independent, registered investment advisory firm serving private clients and institutions across the country. We create flexible, personalized financial wellness solutions that align with the unique goals and values of those we serve.

Join OpenArc Corporate Advisory for an exclusive webinar, Nonqualified Deferred Compensation Plans, on Monday, November ...
11/03/2026

Join OpenArc Corporate Advisory for an exclusive webinar, Nonqualified Deferred Compensation Plans, on Monday, November 9th at 3:00 PM ET.

Eligible for your company's deferred compensation plan? It’s important to understand how your elections today may impact your taxes, future cash flow, retirement income, and overall financial plan. Join our experienced advisors for a practical discussion on navigating those choices and connecting your deferred compensation plan to your broader financial strategy.

Register here: https://openarccorporate.zoom.us/webinar/register/WN_oQ5gmZVQQo6aKAN7b6W7EA

For many families, helping the next generation buy a first home is becoming part of the financial plan much earlier.In a...
11/02/2026

For many families, helping the next generation buy a first home is becoming part of the financial plan much earlier.

In a recent The Daily Upside piece, Palmour Rollins, CRPC™ Rollins, Managing Director at OpenArc , shared how rising housing costs are changing the way families think about supporting their children, including a growing desire to give during their lifetime and see that support make a difference.

The takeaway: Conversations about a first home increasingly belong alongside college, retirement and other long-term planning priorities.

Read the full article: https://www.thedailyupside.com/advisor/financial-planning/keys-to-the-future-parents-save-for-kids-first-homes/

Recently, our Chief Growth Officer, Brittany Hartnett, CFP®, CRPC™, SE-AWMA™, joined Shirl Penney, Matt LaPorta, and Gre...
10/30/2026

Recently, our Chief Growth Officer, Brittany Hartnett, CFP®, CRPC™, SE-AWMA™, joined Shirl Penney, Matt LaPorta, and Greg Resh of Dynasty Financial Partners on the IMPACT® 2026 panel “Beyond the Game: Wealth Management for Athletes and Entertainers.” The conversation centered on how advisors can build trusted relationships with athlete clients and navigate their unique financial and career considerations.

Brittany’s key themes on serving athletes: coordinate the full circle, including extended family, without losing sight of the plan, and meet athletes where they need support most, as they move from high school to college and NIL reshapes the path ahead.

Thank you to Schwab for hosting, and to our fellow panelists for a great discussion.

10/30/2026

What should your financial advisor actually care about?

Emily Fletcher, COO of Corporate Advisory, shares her perspective.



We’re proud to share that Brittany Hartnett, CFP®, CRPC™, SE-AWMA™, our Chief Growth Officer, will be a panelist at IMPA...
10/27/2026

We’re proud to share that Brittany Hartnett, CFP®, CRPC™, SE-AWMA™, our Chief Growth Officer, will be a panelist at IMPACT® 2026 for “Beyond the Game: Wealth Management for Athletes and Entertainers.”

On Thursday, October 29, Brittany will join Shirl Penney, Matt LaPorta, and Greg Resh of Dynasty Financial Partners to discuss how advisors can build trusted relationships with athlete clients, navigate their unique financial and career considerations, and evaluate opportunities emerging within the evolving sports investment landscape.

If you’re attending IMPACT® 2026, be sure to catch the session and connect with the OpenArc team while you’re there.

Here’s a couple of figures that stuck with us: 80% of plan sponsors say NQDC benefits work for attracting and retaining ...
10/23/2026

Here’s a couple of figures that stuck with us: 80% of plan sponsors say NQDC benefits work for attracting and retaining talent. But, 46% say the biggest barrier to NQDC participation is that executives don’t understand it.

So, the programs are built. Executives are eligible. But many still sit on the sidelines. What’s missing?

Kevin Crain has some thoughts. Read more to learn his perspective: https://www.openarccorporate.com/spotlight/industry-insights/executive-compensation-as-integrated-benefits/

The best time to talk about marital protection is when everything is going well.OpenArc Chief Growth Officer and Senior ...
10/21/2026

The best time to talk about marital protection is when everything is going well.

OpenArc Chief Growth Officer and Senior Wealth Management Advisor, Brittany Hartnett, shared her perspective in InvestmentNews on raising prenups and postnups with founder clients. Her focus is on shared goals rather than the risk of a breakup, because these agreements help set expectations and reduce uncertainty. As she puts it, “They are not about predicting the end of a marriage.”

Read the full article: https://www.investmentnews.com/practice-management/divorce-according-to-advisors/268509

Wherever clients are, the relationship stays close.Wealthy families increasingly split their year across multiple states...
10/19/2026

Wherever clients are, the relationship stays close.

Wealthy families increasingly split their year across multiple states, and the advisors who serve them are rethinking what “being available” means. In a recent InvestmentNews piece on how RIAs serve snowbird and multi-state clients, OpenArc’s Blake Anderson shared how our team approaches it.

Read the full article: https://www.investmentnews.com/practice-management/snowbird-clients-and-how-rias-work-best-with-multi-state-residences/268504

Address

3550 Peachtree Road NE, Floor 7
Atlanta, GA
30326

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18446486001

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