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 serves individual and institutional clients—including high net worth individuals, trusts, pension and profit‑sharing plans—providing portfolio management, financial planning, and retirement plan consulting across wrap-fee and non‑wrap programs. The firm reports approximately $61.7 million in assets under management, a five‑adviser team, and serves several hundred client accounts. The firm implements an asset‑allocation driven approach using risk‑tolerance questionnaires and portfolio optimization tools, offering advisor‑managed portfolios, model portfolios, unified managed accounts, and access to third‑party money managers and the AssetMark platform. Services are delivered on both discretionary and non‑discretionary bases, and may include tactical strategies such as covered‑call writing and periodic performance reporting to clients. Distinctive for a team firm of its size, Opus combines advisory services with other licensed activities: the firm’s ownership includes a licensed real estate broker and it employs a certified public accountant/Chief Compliance Officer, and its advisors are registered representatives of a broker‑dealer and hold insurance licenses. The firm also sponsors multiple wrap programs, offers client seminars and participant education, and provides periodic reports/newsletter‑style communications—features that are less common among peer advisory teams.

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.