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Guiding You to Your Goals

After working in the traditional financial services model for many years, Opulus’s founders decided it was time to take a stand and serve the people who lacked the proper financial guidance they long deserved. Our process is simple and straightforward — just as it should be — while also tailored to your individual situation: where you are versus where you would like to be.

We value our time with our clients, and we want to make sure we are as accessible as possible. That’s why, in addition to in-person meetings, we also offer virtual appointments, because we believe in reducing stress in your life, not adding to it.   

Our Process

Designed with your needs and goals in mind.  


Read Our Promise

Before you give us a call, learn about our commitment to you as a fiduciary firm.