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Why Opus?

Our philosophy and our processes are based on more than 80 years of cumulative experience in the financial industry and markets. We are passionate about providing our clients confidence regarding their finances. In an economic environment that is constantly changing, an effective financial plan requires balance, clarity, and sound strategy. Since 1982, Opus Financial Advisors has helped clients from all walks of life preserve and protect their assets and build a better future for themselves and their families. While our strategies will morph along with the change in economic conditions, you can rest assured that we will never waiver from our fundamental principles:

Each and every client will have access to the full resources of our firm. Our team is made up of individuals with different experiences and talents. We see the value in the varied perspectives each advisor brings to the table. While the leadership of some wealth management companies may seem out of reach for account holders, at Opus every client can expect complete access to each team member—without exception.

We are in this for the long haul. The relationships developed at Opus Financial Advisors generally last longer than a lifetime, they are intended to last for generations to come. We are a family firm, and our clients have grown to be part of this extended family. We are not only here to help you plan for major life events—marriage, the birth of a child, paying for college, retirement, and spoiling those grandkids rotten—we are here to be a part of your journey, and celebrate with you along the way.

The only agenda we have, is yours. As an Independent Registered Investment Advisor, we only answer to our clients. We won’t ever push a product or service on our clients to meet a corporate sales goal—because the only goals we strive to meet are those of our clients. We serve as trusted partners, offering counsel and strategy as your financial goals grow and evolve.

If it affects you financially, we can help. From integrated, long-range planning to meeting short-term investments goals, Opus Financial Advisors offers the experience, knowledge, and services to help maximize results. We can help orchestrate practically every aspect of your financial well-being, from retirement strategies and estate planning, to tax strategies, real estate investments, and business continuation.

We'll give you the tools needed to help you succeed. Opus Financial Advisors provides our clients with industry leading technology to monitor important financial data, securely store and access crucial documents, and track progress to goals.  We also regularly host workshops on relevant topics to increase financial literacy and planning within our client base and our community.  Check out the video below on the innovative Personal Financial Website and eVault service we provide to our clients: