# Opus Financial Solutions

Opus Financial Solutions is a Bank / Wealth / Trust based in Downers Grove, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Downers Grove, United States
- **Region:** North America
- **Address:** Downers Grove, IL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** opusfinancialsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/opus-financial-solutions-llc-not-ltd

## Regulatory record

- **CRD number:** 282311
- **SEC file number:** 801-121841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282311

## About

Founded in 2015, Opus Financial Solutions is a Downers Grove, Illinois-based registered investment advisor that delivers financial planning and portfolio management to individuals, families, and business entities. The firm emerged from the independent RIA movement that gained momentum after the 2008 financial crisis, when many advisors departed wirehouses to launch fiduciary-focused practices. Opus fits that template — a local wealth-management practice operating in the affluent western suburbs of Chicago. Opus advises on account structures common to small RIAs: taxable brokerage accounts, IRAs, 401(k) rollovers, and trust accounts. The firm operates without a significant public footprint. Team size, assets under management, and specific principal names are not publicly disclosed through standard industry databases or the firm's own website — a common profile for smaller RIAs that serve a defined geographic base rather than pursuing institutional allocations. Opus's structural identity is its independence. Unlike bank-owned wealth-management divisions or broker-dealer affiliates, independent RIAs operate under a fiduciary standard. That structure, combined with the firm's suburban Chicago location, creates a practice shaped by long-term household relationships rather than product distribution incentives — the core differentiator that sustains thousands of similar firms across the US advisory landscape.

## Questions

### Is Opus Financial Solutions a fiduciary?

Yes, as a registered investment advisor, Opus operates under a fiduciary standard, which legally requires the firm to act in its clients' best interests. This differs from broker-dealer firms that operate under a suitability standard. The fiduciary obligation applies across all advisory services, including financial planning and ongoing portfolio management.

### What types of clients does Opus Financial Solutions serve?

Opus serves individuals, families, and business entities in the greater Downers Grove area. The firm's location in Chicago's western suburbs gives it proximity to a client base that includes corporate executives, business owners, and professionals concentrated in corridors like the I-88 research and technology belt.

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Last updated: 2026-08-11T02:43:31.692Z

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