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How does the advisor help clients – Key Takeaways:

OPPVEST, LLC is a financial advisory firm that provides expert guidance to clients in various areas of financial management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals.

As a trusted financial partner, OPPVEST, LLC takes a collaborative approach in working with clients to understand their unique needs and priorities. They strive to educate their clients and empower them to make informed decisions about their finances.

Facts and Insights

OPPVEST, LLC has been in business for over 10 years, providing top-notch financial services to individuals, families, and businesses. They offer a wide range of solutions, from investment management and retirement planning to tax planning and estate planning.

The firm prides itself on its transparent and client-focused approach, ensuring that clients have a clear understanding of their financial situation at all times. OPPVEST, LLC is committed to helping clients achieve financial success and security through sound and strategic planning.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 10+ years

Financial Services Offered

OPPVEST, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning

Client Types

OPPVEST, LLC caters to a wide range of clients, including:

  • Individuals
  • Families
  • High-net-worth Individuals
  • Businesses
  • Non-profit Organizations

Fees & Compensation

OPPVEST, LLC believes in complete transparency when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive any commissions from product sales. This ensures that their recommendations are unbiased and in the best interest of their clients.

The firm’s fees are based on a percentage of assets under management, which aligns their interests with their clients’ performance. They do not charge any additional fees for financial planning or consulting services.


OPPVEST, LLC is led by a team of experienced and skilled financial professionals who are committed to helping clients achieve their financial goals. Their advisors have a combined experience of over 50 years in the financial services industry.

The firm’s success is attributed to its client-centric approach, where they prioritize building long-term relationships with their clients. This has earned them a reputation for providing exceptional and reliable financial advice to their clients.

Financial Advisor Disclosures to Know

As a financial advisor, OPPVEST, LLC is required to disclose any potential conflicts of interest, including any relationships with outside companies or financial products that may affect their recommendations. They also must disclose any disciplinary actions taken against them.

These disclosures are important for clients to have a complete understanding of the potential risks and benefits associated with working with OPPVEST, LLC.

Company Information

Main Office

Mail Office

Other Information

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