A complete list of active advisors currently associated with Opus Financial Solutions LLC

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

Opus Financial Solutions LLC provides financial planning, tax, and investment advisory services to individuals, families, and businesses under written advisory or financial planning agreements. The SEC‑registered firm reports about $150.8 million in regulatory assets under management across discretionary and non‑discretionary accounts for roughly 136 clients and operates with a three‑advisor team; it does not impose a minimum to open a managed account. The firm develops personalized investment plans after assessing clients’ objectives, time horizons, risk tolerance, liquidity needs, and existing employer plan assets, and typically implements portfolios using ETFs and lower‑cost mutual funds with periodic rebalancing. Opus emphasizes tax‑aware portfolio construction (asset location, tax‑loss harvesting), may utilize alternative investments in limited cases, and uses a third‑party aggregation and reporting platform to incorporate held‑away or excluded assets into ongoing planning. Opus’s service model includes an uncommon level of tax integration for a firm of its size: it may facilitate or provide tax return preparation, coordinates with third‑party accounting and bookkeeping firms, and is an Authorized IRS e‑File Provider. The advisory team’s mix of CPA, CFA, and CFP credentials and the principals’ prior ownership roles at other advisory practices underscore an operational emphasis on tax and accounting expertise that is less common among supported peers.

To learn more about the advisors currently working at Opus Financial Solutions LLC, 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.