About Opus Financial Solutions
About Opus Financial Solutions LLC
Opus Financial Solutions LLC is a fee-only, registered investment adviser with locations in Downers Grove, Illinois and Boulder, Colorado. Opus Financial Solutions is managed and owned by Lisa Bayer, CFA, CFP and Benjamin Jones, CFA, CPA.
(Additional information about Opus Financial Solutions is available on the SEC’s website at:
Our hope is to make a difference in our clients’ lives and impact communities through integrated planning and principled investing. We help our clients optimize their financial choices and help them live the life they choose without bias or conflict.
We are your fiduciaries.
We do not accept commissions, third party referral fees, kickbacks, or any form of compensation from the sale of investment or insurance products. This means we aren’t going to try to sell you something. We know you’ve hired us for objective and comprehensive advice. In our view, this transparent fee structure helps assure an unbiased alignment of our joint interests.
It’s Really About You—Not Us
By seeking to understand our clients’ histories, values, and what they want, we find ourselves developing strong, lasting relationships with our clients, particularly as circumstances change—which they inevitably do. We are proud of what we do for you each day as your and your family’s circumstances continue to change and evolve.
We worked hard to get the education, experience and credentials necessary to provide you with superior advice. See About Our Designations for more information. But we want to educate you, too, in simple, plain, English that you can fully understand. We don’t want to just steer the ship; rather, we want to partner with you as your co-pilot so that you are confident you are making the optimal financial decisions, understand the impact of those choices, and always know whether you are on track to achieving your goals.
We chose the name “Opus Financial Solutions” for our company because each solution we work with you to “orchestrate” represents your unique framework and roadmap for the life you envision.
Eleanor Roosevelt once said, “The future belongs to those who believe in the beauty of their dreams.” The dreams or goals must come first, as they help us set a more direct course to carry them out rather than being at the mercy of the unexpected twists and turns that inevitably happen to all of us.