A complete list of active advisors currently associated with Opine Financial Advisors

Warmer can help you find a great advisor at Opine Financial Advisors or one who fits your needs even better.

Opine Financial Advisors describes its practice as providing fee-only, hourly financial planning and investment advice to individuals, families, and small tax‑exempt organizations, and it also offers tax preparation services through an affiliation with a national tax‑preparation franchise. The brochure states the firm does not act as a custodian and that clients retain control of their assets. The firm employs a strategic asset allocation approach using a core‑and‑satellite design—passive index and ETF exposure as the core with selective active funds, stocks, and bonds added where appropriate—and documents client objectives in written investment policy statements. It relies on third‑party research sources and delivers written financial plans and periodic reviews, while not accepting discretionary trading authority so clients make the final investment decisions. Noteworthy for a firm classified as an investment manager, Opine uses an hourly, fee‑only billing model and explicitly disavows percentage‑of‑assets and performance‑based fee arrangements, and it does not take custody of client assets. The firm’s explicit tax‑preparation affiliation and stated focus on individual households and small charitable or tax‑exempt organizations are atypical for managers that primarily oversee pooled or institutional assets.

To learn more about the advisors currently working at Opine Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.