Get beyond the numbers

and live your best life


Helping you manage the moments that matter


Helping to solve problems before they happen

Life moves fast, the never-ending to-do list only grows, and you feel each milestone will make life simpler – yet it only ever gets more complex. There is so much to do, too many decisions to make, and endless information to filter through. Who is your “sounding board” to ensure you are making the right decisions for your family or your business?

At Opus Financial Partners, we are deeply committed to helping you restore and maintain order in your financial lives so you can spend less time worrying and more time enjoying the moments that matter the most.

"We want our clients to live their lives with confidence knowing that we have their financial house in order."

- Bob Cawley,
Partner, Head of Risk Management and Estate Planning

The only way to have clarity for your future is to have a game plan. Our focus is to create these strategies with you, help you project them into the future, and stress test them to help provide the confidence you are looking for.



“Large Scale Creative Work”
Translation from Latin: “A Work, Composition”
Musical Reference: Set of compositions by a particular composer

The name “Opus” was chosen because it represents the idea of a grand work, something that is created with dedication and care, and reflects the attention to detail and personalized approach that the firm brings to each client’s unique financial situation.