Opulus logo

Opulus

Updated today

Client AUM

$104,887,661

Clients

185

Advisors

2

of 2 employees

About

Opulus provides advisory and planning services to individuals (including high‑net‑worth clients), pension plans, trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and consulting, discretionary and non‑discretionary investment management through recommended sub‑advisers, estate planning assistance using third‑party technology, pension consulting, and business management services.

Opulus typically places clients onto professionally managed model portfolios via unaffiliated sub‑advisers and monitors those managers’ performance and alignment with client goals, with periodic rebalancing and semi‑annual or more frequent reviews. The brochure describes a range of investment strategies considered (from long‑term buy‑and‑hold to shorter‑term trading and options) and notes the firm’s role in selecting sub‑advisers and helping clients implement comprehensive plans.

Noteworthy for a firm of its size, Opulus produces public educational articles and online courses and the firm’s public materials include third‑party ratings and client testimonials — marketing features that are uncommon among peers. The brochure also highlights that insurance policy review is part of its planning services and the firm operates in an insurance capacity in addition to advisory work, a business activity that fewer supported firms report.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Business management & consulting services, estate planning assistance

Expertise

Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year; Business Management & Consulting services generally range from $3,000 to $50,000 annually.

Project-based

$150 - $400 per hour for financial planning, consulting, estate planning, and pension consulting services.

Other

Fee-only: Hourly fee ranging from $150 to $400 per hour for initial financial planning and consulting; Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year; Pension consulting fixed fees typically range from $900 to $10,000 annually.

Main office

16 North Franklin Street, Suite 302

Doylestown PA 18901

Advisors at this office

2

Most active in

Florida · New Jersey · New York · North Carolina · Pennsylvania · Texas

Also doing business as

Opulus · Opulus LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Ryan G

CFP®

Doylestown, PA

Opulus

Most financial advisors will tell you what to do with your money. I'd rather show you why—and make sure the strategy actually fits the way you live, earn, and spend. I'm Ryan Greiser, CFP® and co-founder of Opulus, a fee-only RIA based in Doylestown, PA. My co-founder Fran Walsh and I built Opulus for high-income millennials who have outgrown generic advice: the engineer with a complicated equity package, the physician juggling student loans and a growing income, the couple who finally hit their number but still feel financially exposed. These aren't people who need a lecture on compound interest. They need someone who can work through the details, cut through the noise, and tell them what actually matters. My planning work is built around four things: reducing what you pay in taxes, managing income that doesn't follow a straight line, growing wealth without taking on unnecessary risk, and structuring your finances so they support the life you're building—not the one someone else assumed you'd want. I specialize in equity compensation, tax-first planning, and investment management. If your situation has moving parts, that's where I do my best work. Opulus is a two-person firm by design. You work with me and Fran—not a rotating cast of junior advisors. We're independent, fee-only, and have no incentive to sell you anything. Every recommendation exists because it's aligned with you.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner Retired Young Professionals Gen Y/Millennials (Born 1980-1995)
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Francis W

Series 63, Series 65

Doylestown, PA

Opulus

Francis Walsh is a financial advisor at Opulus with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Susquehanna International Group. Opulus provides financial planning and advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and typically places clients onto professionally managed model portfolios through unaffiliated sub-advisers, offering ongoing performance monitoring and regular reviews.

Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner Retired
View complete list of advisors at this firm
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