Opulen Financial Group began in 2009 and is a truly independent Registered Investment Advisory (RIA) whose purpose is to address all of your unique financial needs.
Opulen Financial Group exists today because we believe everyone should feel like they’re part of a family when they work with their financial advisor. In our view, the big firms have lost their personal touch. They often view their investors as just a number, not an individual or a person -- that’s not how this industry is meant to operate and it’s our goal to change that for the clients that we work with.
Our Clients Are Our Friends…
When you choose to work with an advisor to create a personal financial plan, you’re investing everything you’ve ever worked for -- all your goals and aspirations for the future -- with this individual. We feel strongly that you should really, truly enjoy working with your advisor. And that you should be able to confide in and trust those you’re working with -- just like a good friend.
At Opulen Financial Group, these values are at the forefront of what we do, and it’s the foundation of our client relations -- trust, integrity, and respect. That’s what we’re all about. We certainly hope you enjoy working with us.