Opus Financial Advisors, Inc. Employee Directory

Q: What is Opus Financial Advisors, Inc. known for?

Opus Financial Advisors, Inc. was founded in 1982. Opus Financial Advisors, Inc. operates in the Financial Services industry.

Q: How many employees does Opus Financial Advisors, Inc. have currently?

Opus Financial Advisors, Inc. has approximately 8 employees.

Q: Who are Opus Financial Advisors, Inc.'s key employees and leadership?

Opus Financial Advisors, Inc.'s key employees include: President & Chief Executive Officer: N. L., Vice President And Chief Compliance Officer: J. D., President: J. S..

Financial ServicesNorth Carolina, United States2-10 Employees

Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. As one of the Piedmont region’s oldest independent investment advisors, Opus takes pride in helping people orchestrate their financial future and have peace of mind about their finances. We hope you will spend some time getting to know who we are and what we do. Please explore our full site at www.opusfa.com.  We believe you will discover what sets us apart from other firms in this industry--a long term, relationship based service model and sound financial counsel based on more than 70 years of cumulative experience. We’d like the chance to learn more about you and your family. We hope to get that opportunity in the near future.

Link to FINRA - http://www.finra.org/
Link to SIPC - http://www.sipc.org/

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC.
Investment advisory services and insurance services offered through Opus Financial Advisors, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc.
 
This communication is strictly intended for individuals residing in the state of North Carolina. No offers may be made or accepted from any resident outside the specific state referenced.

Find Opus Financial Advisors, Inc. employees' phone numbers or email addresses

Opus Financial Advisors, Inc. Global Highlights

North America
16

United States Of America
16

Opus Financial Advisors, Inc.'s Leadership

J. D.
Vice President And Chief Compliance Officer
Mobile Phone
Email
N. L.
President & Chief Executive Officer
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
C. H.
Vice President
Mobile Phone
Email
C. J.
Office And Client Services Manager
Mobile Phone
Email
M. D.
Principal
Mobile Phone
Email
A. H.
Financial Advisor
Mobile Phone
Email
A. H.
Financial Advisor
Mobile Phone
Email

Opus Financial Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Opus Financial Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

J. D.
Vice President And Chief Compliance Officer
Mobile Phone
Email
United StatesNorth Carolina
Jan 21, 2025
N. L.
President & Chief Executive Officer
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2025
J. S.
President
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2024
C. H.
Vice President
Mobile Phone
Email
United StatesNorth Carolina
Jun 27, 2025
C. J.
Office And Client Services Manager
Mobile Phone
Email
United StatesNorth Carolina
Dec 11, 2024
M. D.
Principal
Mobile Phone
Email
Oct 22, 2024
A. H.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 24, 2025
A. H.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 24, 2025
J. W.
Executive Assistant
Mobile Phone
Email
Oct 21, 2024
M. R.
Important Disclosurs
Mobile Phone
Email
United StatesNorth Carolina
Apr 25, 2025

Frequently Asked Questions

What is Opus Financial Advisors, Inc. known for?

Opus Financial Advisors, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 126 Water Street Statesville, North Carolina 28677 United States; you can contact the main corporate office by phone at

+1-704-872-****

. Explore Opus Financial Advisors, Inc.'s company overview page for more information.

What is Opus Financial Advisors, Inc.'s most common email format?

Opus Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Opus Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Opus Financial Advisors, Inc. have currently?

Opus Financial Advisors, Inc. has approximately 8 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Opus Financial Advisors, Inc.'s key employees and leadership?

As of March 2026, Opus Financial Advisors, Inc.'s key employees include:

Vice President And Chief Compliance Officer: J. D.
President & Chief Executive Officer: N. L.
President: J. S.
Vice President: C. H.
Office And Client Services Manager: C. J.

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