Opus Financial Solutions LLC

EST. AUM
$150,842,783

CONTACTS
2

CLIENT ACCOUNTS
504

Firm Details

Metro area Chicago
CRD Number 282311
Website opusfinancialsolutions.com
Client types

Overview

Opus Financial Solutions LLC operates as a fee-only financial consulting, tax-planning, and investment management firm with offices in Downers Grove, Illinois, and Boulder, Colorado. Serving clients across the United States, the company functions as a Registered Investment Advisor, adhering strictly to fiduciary standards. Lisa Bayer, holding the designations of CFA and CFP, founded and owns the firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Opus Financial Solutions LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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