WE DESIGN SMART MONEY STRATEGIES ACROSS YOUR

FINANCES·INVESTMENTS·TAXES

WHO WE ARE

WHO WE ARE

Opinicus is the brainchild of Griffin Dalrymple, a finance savvy entrepreneur who recognized that entrepreneurs and multi-generational families require substantially more than the typical finance industry offering of standalone investment management. In reality, investment portfolios comprise only a sliver of an affluent family's wealth. As such, high net worth families with complex balance sheets and personal time limitations need a team of professionals with diverse specialties to support their growth and financial intricacies. The Opinicus team has the ability to learn a client's corporate financial nuances, understand their illiquid investments and factor their entire balance sheet into the strategic planning and reporting so the client has a true advisory partner aligned with their financial initiatives.

With no advertising or marketing efforts, Opinicus has expanded into a closely held family enterprise with an industry tenured team of specialists to support the sprawling wealth of 100+ affluent families across the United States.

WHAT WE DO

WHAT WE DO

Opinicus operates a comprehensive financial services vertical catering to the financial lifecycle of successful entrepreneurs, affluent multi-generational families, and retirees. Our team of industry tenured fiduciaries specialize in the design of basic to complex financial strategies and its implementation all under one roof. Time is our clientele’s most valued resource, so we backup our intellectual prowess with a white-glove, attentive service model akin to a multi-family office.

WHO WE SERVE

WHO WE SERVE

In order to maintain our high-quality service model, Opinicus focuses its efforts on a very specific clientele. Our affluent clients tend to be entrepreneurs, in-demand professionals, multi-generational families, and retirees with at least $1M in liquid investable assets and balance sheets well in excess of $1M. Our clients are delegators seeking to maximize their time and believe in the power of a team to accomplish a greater goal. They are willing to define their goals and appreciate a candid perspective, without sugar coating.

Opinicus was founded on savvy financial stewardship within the confines of integrity, trust, and respect. We partner with families who handle their financial affairs with the same valued standards.