Our Mission

The Mission of our Team creates life long relationships, allowing clients to live in the present while we manage their future…
Empowering clients to live by their “why”.

"We believe in partnering with our clients, empowering them to take charge of their lives, and achieving success together."

- Joe Leary
Partner, Wealth Management and Financial Planning

Our Story

Opus Financial Partners was founded with one goal in mind – to partner with you through some of life’s most difficult decisions. To be your sounding board and accountability partner, ensuring your financial life is organized and in good order while you focus on living your best life.

At Opus Financial Partners, we believe that financial management oversight is a critical foundation for long-term success. Our team of experienced financial planners and support staff are committed to providing exceptional service and expertise, and we are dedicated to helping you make informed decisions and take control of your financial future.

The Company We Keep:
Our Core Values

Any organization, including our own, is defined by the sum of its parts and the values it holds. At Opus Financial Partners we pride ourselves on working alongside clients who share these traits. 

Flexibility

Flexibility

Our goal is to help you achieve your financial goals, and that requires us to be flexible and creative in our approach. Whether it's adjusting investment strategies based on market conditions, recommending different financial products based on your risk tolerance, or adapting to new regulations, flexibility is key to success.

Purpose

Purpose

Our purpose is to help you achieve financial security and independence. Having a clear sense of purpose can help guide our business decisions and inspire our employees to do their best work.

Growth

Growth

Growth is about continually improving and expanding your financial planning options. As a financial planning firm, growth might mean expanding our services to new markets, developing new investment strategies, or hiring additional staff to better serve you. By prioritizing growth, we can stay competitive in a rapidly changing industry and continue to provide value to you over the long term.

Sustainability

Sustainability

We want to create long-term value for you and our employees. This means adopting sustainable business practices. By prioritizing sustainability, we can build a reputation for responsible and ethical business practices that benefit both you and the wider world.

Our Team

ROBERT CAWLEY

CFBS, LUTCF, CLTC
Partner, Head of Risk Management and Estate Planning

About Robert

JOSEPH LEARY

CFA, CFP®, CPA, MBA
Partner, Head of Wealth Management and Financial Planning

About Joseph

JAKE RITTER

CFP®
Director of Operations

About Jake

PHILLIP DANGELLO

Paraplanner

About Phillip

LISA BRUNNABEND

New Business Team Lead

About Lisa

Learn more about how we can help you simplify your financial life.

o·pus

/ˈōpəs/

“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.