Our Firm

OPULENTIA is a financial planning firm based in Maryland serving clients across the United States to build legacy wealth - money that outlasts the earner.  Opulentia specialists' structure comprehensive financial plans to meet current and future goals. These include:

  • tax efficiencies
  • retirement and estate plans
  • insurance and annuity products
  • investments and more. 


Opulentia works with clients to optimize assets for lasting security. Clients include:

  • Nonprofit Endowments
  • Corporations
  • Professional Athletes
  • Business Owners
  • Individuals/Families/Seniors…


The Opulentia approach is comprehensive and tailored. Each plan considers current conditions and future goals to result in a custom solution that may bear fruit for generations.

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