A complete list of active advisors currently associated with Opus Financial Advisors, Inc.

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

Opus Financial Advisors is a state-registered, team-based advisory firm that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm provides financial planning, discretionary portfolio management, retirement plan consulting and access to third‑party money managers and platform solutions. Opus delivers advice using a mix of sponsored and third‑party programs administered primarily on the LPL platform, including a firm‑sponsored wrap program and manager-, model- and algorithm‑based offerings (including an LPL/FutureAdvisor guided portfolio option and AssetMark solutions). Client accounts are custodied at qualified custodians, monitored on an ongoing basis, and clients receive periodic account statements, performance reports and educational materials; investment methods include fundamental and technical analysis and use of mutual funds, ETFs and, in select cases, options. Noteworthy for a firm of this size, the team combines advisory services with on‑staff licensing and professional capabilities—including a licensed real estate broker, a CPA and multiple advisors holding insurance licenses and broker‑dealer registrations—allowing the firm to advise on or distribute real estate, accounting and insurance solutions in addition to investment management. The firm also conducts seminars and provides educational tools and periodic client communications while sponsoring a wrap fee program, a combination of offerings that is less common among peer team firms.

To learn more about the advisors currently working at Opus Financial Advisors, Inc., 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.