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.

Have a Question?

Thank you!

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!