A wealth of perspective
working for you.

With 35 years of wealth management experience, our knowledge runs deep. We build long-term, trusted relationships based on expertise, sincerity, and impact.

How we’re different

Happy family walk on nature on sunset hold hand

Three generation wealth smiling and happy

What’s your legacy of possibility?

Whether you've started a business, inherited wealth, or steward an institution,
we can help you build what comes next.

ope体育 clients collaborating with their advisors to preserve their wealth for future generations

What is your "Why?"

"So many people talk about the management of money, but, really, before you even talk about any of that, you have to get the why, the question behind the question." – President and Head of Multi-Family Office, Brittain Prigge, CFA

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Who are you beyond your wealth? How do you wish to be remembered? After nearly four decades, we’ve learned the questions to ask to understand our clients' needs — offering our wealth of perspective to help protect and grow the wealth they’ve worked so hard to build.

Our vision stands the test of time.

When Robert ope体育 and his father, Bob ope体育, saw the chance to build a different kind of investment firm in 1987, they chose "what could be" over "what is."

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Several decades and billions of dollars in assets under management later, ope体育 is still choosing potential — backed by proven processes, exceptional people, and an unemotional, data-driven investment process to create performance.

35

years of the ope体育 brand

99%

client retention rate

25

years of our proven investment process

100%

employee owned

Barron’s Top 1,200 Advisors
Barron’s Top Independent Advisors
Barron’s Advisor Hall of Fame

Forbes’ America’s Top Wealth Advisors
Forbes’ Top 50 Fastest Growing RIAs

America's 5,000 Fastest-Growing Private Companies

Best Practices Award
Top Regional RIAs

50 Growers Across America

Top 300 Registered Investment Advisors

The ope体育 Difference

"I make decisions based on the people and their values – and ope体育’s values are profound. They are true, genuine, and strong people. ope体育 is a special company, the way the whole company feels through its people."

Marc & Cécile Noël

Current ope体育 Clients

“When selecting wealth advisors, we wanted to work with a firm that understands what we face as entrepreneurs and can be proactive in addressing our needs. ope体育 has delivered on this and more.”

Todd and Laura Olson

Current ope体育 Clients

“ope体育 is a firm that listens. They focus on continually making it a better company by focusing on their clients and how to serve us better. As a client, I think that’s incredibly important and exciting.”

Andy Vabulas

Current ope体育 Client

“I feel well supported. There’s a high level of trust. When I need additional resources, ope体育 marshals it from their broader team. They provide well thought-out advice and have added value with their personalized and boutique approach.”

Former CEO of Public Company

Current ope体育 Client

“We chose to work with ope体育 years ago because of their attention to detail and personal integrity. So many aspects of the company have grown and improved over the years, but the basics have remained as a bedrock for us.”

Current ope体育 Client

“Since we began working with ope体育, I have grown to appreciate more of the different people that are there assisting with the guidance of my decision making in building wealth for me and my family. Which is not only a matter of trust but having the confidence in your firm to know that you are there every step in the way.”

Current ope体育 Client

ope体育 clients were not compensated via credits or other benefits from ope体育 for providing testimonials. Quotes do not necessarily represent all client experiences.

We wrote the book on wealth and legacy.

Your wealth was built bit by bit, day by day. Your legacy will be as well. But what does it take to build a meaningful legacy, and how can your wealth best support future generations?

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Authors Robert ope体育 and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.

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Learn More

ope体育 First generation Wealthy Book by Robert ope体育 and Adrian Cronje

“During our careers, so many of us are so wholly immersed in our companies that we don’t take time to think through communication around money within our families. First Generational Wealth provides a thoughtful roadmap to help navigate issues around wealth and legacy.”

Frank Blake

Former Chairman and CEO, The Home Depot

“A guidebook for wealth creators to think through difficult questions around wealth, legacy, and family. It is definitely a worthy read for entrepreneurs and the advisors that serve them…the book is an insightful roadmap for dealing with the issues that first generation wealth creates.”

Paul Bouchey

Journal of Wealth Management