Opus Financial Solutions LLC logo

Opus Financial Solutions LLC

Updated today

Client AUM

$149,852,025

Clients

136

Advisors

2

across 2 offices

About

Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, including both high‑net‑worth and non‑HNW clients. The firm offers discretionary and non‑discretionary portfolio management, retirement and tax planning, and, when requested, tax return preparation and coordination with external tax/accounting providers.

The firm constructs individualized investment plans using asset allocation, a mix of ETFs and lower‑cost mutual funds, and a combination of strategic and tactical adjustments; ongoing services include rebalancing, tax‑loss harvesting, and the occasional use of alternative investments where appropriate. Clients receive consolidated reporting and planning through third‑party technology and an online portal that can aggregate held‑away accounts for reporting and advisory purposes.

Compared with many peers, Opus places more emphasis on integrated tax and accounting support: it notes the ability to facilitate tax return preparation as an Authorized IRS e‑file provider, coordinates with third‑party accounting and bookkeeping firms, and its principals hold professional designations (CFP®, CFA, CPA®) and have prior principal roles at other advisory firms. The combination of in‑house tax planning/filing facilitation, external‑account aggregation services, and leadership with both advisory and accounting credentials is less common among supported firms of its size.

Client services

Financial planning Portfolio management Tax planning

Expertise

Tax-loss harvesting Wealth management Retirement income strategy Roth conversion strategy Private / alternative investments

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Fee options

Fixed

Fixed fees possible for financial planning services, typical range $2,500 - $3,500 depending on complexity

Percentage

Up to 1.00% annually

Project-based

$350 per hour for financial planning services if quarterly management fee is below $2,500

Main office

See office

1121 Warren Avenue, Suite 230

Downers Grove IL 60515

Advisors at this office

1

Most active in

Colorado · Illinois · Minnesota

Also doing business as

Opus Financial Solutions LLC · Opus Financial Solutions, 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

Lisa B

CFP®, CFA®

Durango, CO

Opus Financial Solutions LLC

After graduating from the University of Illinois with a B.S. in Finance in 1985, I worked in myriad roles before founding Opus Financial Solutions, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels. Those roles and hard-earned education and financial designations converged to ultimately building a fee-only financial planning and investment advisory firm. My objective as an advisor is to help my clients improve and/or be aware of the implications of the financial choices they make. That requires me to listen and truly understand my client's past, present, and anticipated journey before offering strategies and solutions. For some of my clients, that means helping them attain the financial freedom and peace of mind to live as they choose. For others who have accumulated significant wealth, it is helping them with portfolio optimization and management, taxes, distribution planning, and estate matters. In addition to my Finance degree from Illinois, I obtained my MBA in International Business from DePaul’s Graduate School of Business. I later attained my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in order to provide the highest level of financial and investment counsel. Along the way, I also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. I've served as a divorce advisor, financial neutral and mediator for individuals and/or divorcing couples (Refer to “Pre-Divorce Planning” for more detail). I grew up in the Chicago area, now live in Denver, and serve clients across the United States. In my spare time, I enjoy spending time in natural settings hiking, camping, mountain-biking, skiing, playing with my pups, or whatever the weather dictates. I have served in many volunteer roles over the course of my life, mostly relating to educating and mentoring the underprivileged. Thus far, one of my greatest joys has been watching my children—now both young independent adults--evolve into kind, smart, empathetic human beings who I believe will change the world for the better.

Wealth management General tax planning Baby Boomers (Born 1946-1964)
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Matthew K

CFP®, CFA®

Downers Grove, IL

Opus Financial Solutions LLC

Matthew Kunst is a CFP® and CFA® with nine years of industry experience. He has worked at Opus Financial Solutions LLC since 2017 and previously spent eight years at MMK Financial Services. Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, offering both discretionary and non-discretionary portfolio management. The firm emphasizes integrated tax and accounting support alongside investment management, utilizing a combination of strategic and tactical asset allocation with ETFs, mutual funds, and alternative investments when appropriate.

Tax-loss harvesting Wealth management Retirement income strategy Roth conversion strategy Private / alternative investments
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