A complete list of active advisors currently associated with Opulus

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

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.

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

Name	Location	Years of experience
Ryan Greiser	Doylestown, PA	14
Francis Walsh	Doylestown, PA	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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