About us
We build the firm high earners needed.
Most advisory firms manage one piece of your financial life. We built Opulus to connect all of it—taxes, investments, equity comp, and estate planning—AI-forward and founder-direct from day one.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
Who is Opulus for?
High earners with complexity—equity comp, business income, or multiple financial moving parts. If you're making good money but feel like you're not keeping enough of it, you're probably the right fit.
Are you fiduciaries?
Yes. We're legally required to act in your best interest, full stop. We're also fee-only, so we don't earn commissions or kickbacks from anyone.
How big is your firm?
Two founders, by design. You get direct access to Ryan and Fran—not a junior advisor, not a call center, not a chat bot. Behind the scenes, we run institutional-grade tools used by the world's largest firms. Small team, serious infrastructure.
Why did you build Opulus?
Most firms were built to manage assets for retirees. We built Opulus to manage lives for our generation—people in their 30s and 40s with real income, real complexity, and decades of wealth-building ahead of them.
How do I know you're qualified?
Ryan is a CFP® with 15+ years of experience. He and Fran have both been named to Investopedia's Top 100 Advisors list, and Ryan's been recognized as one of the top wealth managers under 40 in the country. You can find their work and writing in the Wall Street Journal, Investopedia, and other outlets.