Comprehensive Financial Planning For A Brighter Future
From investment management, to retirement planning, to tax analysis, we will be your partner in working toward financial prosperity
Our approach
We aim to serve a limited number of clients and high-net-worth individuals so that we can provide on-demand concierge services.
As a fee-only advisor, we prioritize transparency, charging only direct fees and never earning commissions.
A high level of service at an affordable price.
Having worked extensively in a registered investment advisory setting, we’ve seen first-hand how much time is required to fully serve clients to the greatest potential. We want to go the extra mile for you.
We Meet You Where You Are
While we are based in Richmond, Virginia, we serve clients nationwide. We primarily offer virtual meetings, but have the ability to accommodate locally based clients with in-person meetings.
Our services
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Estate Planning Overview
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Education & Retirement Planning
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Investment Management & Supervision
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Tax Analysis & Strategies
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Insurance & Risk Management Solutions
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Cash Flow Analysis & Employer Benefits
Meet Our Founder
Peter Byrd is the founder and president of Opulent Wealth. Peter is a CERTIFIED FINANCIAL PLANNER® professional. Peter is passionate about helping others, and wants to serve as a trusted partner in helping you reach your long-term goals and objectives.
