Downers Grove, IL Office

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.