
Open Window Financial Solutions Ltd.
Open Window Financial Solutions is a fiduciary, fee-only wealth management and financial planning firm based in Reno, Nevada. Founded by Dr. Joe Hollen, a former emergency physician, the firm is dedicated to providing objective, evidence-based financial advice free from conflicts of interest. With a commitment to transparency and integrity, Open Window offers comprehensive services including investment management, tax-efficient strategies, estate planning, and retirement planning. The firm’s intergenerational team, led by Joe and his son Eric Hollen, CFP®, AIF®, focuses on serving high-earning professionals, established families, and medical practitioners, helping them achieve financial clarity and peace of mind. Open Window manages over $223 million in assets, emphasizing personalized guidance and long-term partnerships.
🔹 Services: Investment Management, Tax Planning, Estate Planning, Retirement Strategies
📍 Address: 4741 Caughlin Parkway, Suite 3, Reno, NV 89519
📞 Phone: (775) 827-0670
🔗 Website: openwindowfs.com
📧 Contact: advice@openwindowfs.com