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 serves individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities, managing roughly $88 million for about 170 clients with a two‑advisor team. The firm provides broad financial planning and consulting, discretionary and non‑discretionary investment management through recommended sub‑advisers, pension consulting, business management consulting, and recently added estate planning assistance. Opulus typically implements investment management by selecting or recommending third‑party sub‑advisers and model portfolios — the brochure names Orion Portfolio Solutions d/b/a Brinker Capital Investments as a current provider — and monitors those managers’ performance and alignment with client goals. Financial planning engagements are comprehensive and cover cash flow, retirement projections, tax considerations, insurance review, and estate planning, with the firm recommending periodic reviews and ongoing planning relationships. The brochure highlights a few features that distinguish Opulus from many peers: it discloses use of client testimonials and the promotion of third‑party ratings in its materials, and it has formalized estate planning assistance using a third‑party estate‑planning technology provider. It also emphasizes insurance‑related services and notes that one or more principals have prior experience as insurance agents, which the firm integrates into its policy‑review and risk‑management work.

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.