Opus: Advice First

Our Mission

Opus: Advice First represents all we can do together. We look to enhance the financial and emotional well-being of our clients and their families by providing information and improving behavior as it relates to their life decisions.

Planning for the future is important work, just as a musician creates their unique pieces. In the musical sense we see our relationship as working in “harmony”. Starting with advice first, we look to keep you on track with core financial planning and subsequently help you manage the wealth and assets we build together.

The original office is based in Oxford, CT, and recently, Opus has added a new location in Palo Alto, CA! With the help of technology, we are able to serve clients in 20 states. Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”. This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.


Advisors

Philip Bensley

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Philip Bensley's website
Nina Daoud

Nina Daoud

BFA, APMA®

Financial Advisor

Marketing Manager
Visit Nina Daoud's website
John H Wellington

John H Wellington

Financial Advisor

Chief Operating Officer of Opus: Advice First
Visit John H Wellington's website
Coleen A Banks

Coleen A Banks

CFP®, MBA

Private Wealth Advisor

Visit Coleen A Banks's website
Anthony Williams

Anthony Williams

APMA®

Financial Advisor

Visit Anthony Williams's website
Joseph Irizarry

Joseph Irizarry

CLTC®

Financial Advisor

Franchise Owner
Visit Joseph Irizarry's website

Team

Alison Perrin

Alison Perrin

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Relationship Manager
Albertine Gibbs

Albertine Gibbs

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Ellen Capone

Ellen Capone

Paraplanner

Anastasia Esposito

Anastasia Esposito

Client Service Manager,

Marketing Manager
Kristopher Daoud

Kristopher Daoud

Client Service Specialist

Becky J. O'Hara

Becky J. O'Hara

Operations Director

Jennifer M. Flores

Jennifer M. Flores

Client Relationship Manager

Erica Adolfsson

Erica Adolfsson

Financial Planning Assistant