A complete list of active advisors currently associated with Opinicus

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

Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high‑net‑worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program and requires clients to purchase a comprehensive financial plan to enroll in WAC, which serves as the implementation and monitoring vehicle for agreed strategies. The firm documents client objectives with an Asset Allocation Questionnaire and, for select clients, a Strategy Policy Statement, and offers discretionary portfolio management that may include long‑ and short‑term trading, options, and short sales alongside fundamental, technical, and charting analysis. WAC clients receive ongoing monitoring and an annual or semi‑annual review cycle, and certain WAC tiers explicitly incorporate tax collaboration and coordinated strategy reviews with CPAs. Compared with many peers, Opinicus is affiliated with an accounting firm (Opinicus Tax & Accounting, LLC) and an insurance agency, and firm owners and some IARs have ownership or compensation relationships with those affiliates; these relationships and related referral and fee‑sharing arrangements are disclosed in the brochure. The firm also highlights integrated tax‑planning features within its WAC offerings and provides ERISA‑governed retirement plan services (including both non‑discretionary and discretionary 3(21)/3(38) engagements), which together create a more multi‑disciplinary service model than is typical for similarly sized advisory teams.

To learn more about the advisors currently working at Opinicus, 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.