We Want To Be A Valued Partner In Your Financial Journey
Peter Byrd, CFP®
Founder, President
Peter is the founder and president of Opulent Wealth. Peter is a CERTIFIED FINANCIAL PLANNER® professional. Upon graduation from James Madison University and before starting Opulent Wealth, Peter served as both a financial planning and portfolio analyst at a registered investment advisory firm that had assets under management over $1.1 Billion. He worked on many of the largest engagements at the firm and played a key role in equities research. He was a valued member of the Investment Policy Committee and Financial Planning Team, which met frequently to discuss the macroeconomic environment, investment strategy, legislative changes and risk-mitigating solutions.
Peter is passionate about helping others, and wants to serve as a trusted partner in helping you reach your long-term goals and aspirations. In doing so, he believes firmly in being a fee-only advisor. After fully understanding your resources and financial objectives, Peter will help tailor a customized financial plan working closely with any tax, legal and insurance teams to help advance you toward your goals. This dynamic, ongoing financial plan evolves with all of life’s transitions and requires monitoring and timely updates to ensure you are still on the path to financial independence and peace of mind.
Peter is a native of Harrisonburg, VA and currently lives in Richmond, VA with his wife, Abby (a Physical Therapist working in acute care and cardiopulmonary rehab) and their six-year-old chocolate lab/pit mix, Sophie. Peter enjoys traveling, golfing and is an avid supporter of all things JMU.
Our Approach
Understand Your Situation and Prioritize Goals
We fully assess your current financial position and listen to what you value most. Whether planning for your retirement, buying a house, or funding a child’s education, we engage on what matters most to you. We want your financial plan to support your desired quality of life and help set you on a path towards long-term stability and success.
Analyze and Evaluate Alternatives
We take the time to carefully review what has historically worked for you and what challenges you have encountered. We explore different strategies and solutions to address any obstacles we identify. Small tweaks now to your financial roadmap can have a large impact down the line. Our goal is to enable you to live your dreams.
Develop and Implement Recommendations
We find that a collaborative approach works best. You are a valued partner in your own success. While we do the heavy-lifting with curating a plan, we strive to keep you informed. We want to build trust and empower you to take control of your future.
Monitor Your Progress to Help You Stay on Track
We regularly track your progress and make timely adjustments as necessary. This ongoing monitoring helps ensure that you can nimbly adapt to unexpected life events. We are focused on optimizing your long-term success so that you can invest your time in activities that bring you joy.
Reach Out To Us
We're here to help you navigate your path to financial success.