Advisor
Aubrey WilliamsMS MBA
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/Retire Early (FI/RE) 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.
With gratitude,
Aubrey Williams, MS MBA
Ideal Clients
FIRE
LGBTQ+
Pre-Retirees
Focus Areas
FIRE Planning
Tax Planning
Life Transitions
Pricing
Hourly
Comprehensive Financial Planning, Financial Insight Consultation, Hourly Financial Advising at $385 per hour.
Availability
Accepting new clients
Credentials
MS MBA
Business
Open Path Financial, LLC
Location
Santa Barbara, CA, United States
Meeting Options
Remote, In-Person
Languages
English Spanish
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