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About Opus

Client Centered

Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont region’s oldest independent advisors, Opus takes pride in helping people orchestrate their financial future and have confidence about their finances. We hope you will spend some time getting to know who we are, what we do,  and why we do it. As you explore our site, we believe you’ll find what sets us apart from other firms in this industry - a long term, relationship based service model and sound financial counsel based on more than 150 years of cumulative experience.

We also invite you to discover and experience the benefits born of thorough planning and effective management. Recognizing that people and families face unexpected change and challenges along the way, we strive to proactively address unforeseen life experiences when they occur. Our goal is to help you achieve and maintain a meaningful, purpose-driven financial future.