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 individuals and families so that we can provide on-demand concierge services.
As a fee-only advisor, we prioritize transparency. We charge only direct fees and do not accept commissions.

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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

  • Icon of a house and a checklist or form with checkmarks.

    Estate Planning Overview

  • Icon of a document with a lightbulb inside, a pencil above it, and a ruler at the bottom left, against a black background.

    Education & Retirement Planning

  • Icon of a money bag with a dollar sign and a gear, representing financial or economic settings.

    Investment Management & Supervision

  • Icon of a receipt with a dollar sign and a percentage symbol.

    Tax Analysis & Strategies

  • Icon of medical documents or charts with a medical cross and checkmarks, on a black background.

    Insurance & Risk Management Solutions

  • A white icon of a dollar sign surrounded by circular arrows, indicating financial growth or money circulation, on a black background.

    Cash Flow Analysis & Employer Benefits

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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.

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Our Blog

HSAs and The Last Month

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Save for Retirement Early

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How Higher Interest Rates Have Impacted Borrowing Costs

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Secure Act 2.0 Changes

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Let’s Build a Brighter Future

Reach out today