Broker Check

Opus Medical Professionals Studio

The Opus Group of Virginia’s Medical Professionals Studio is a group of financial professionals from within the Opus Group bringing together experienced financial professionals who devote their time and wisdom to working primarily with physicians and medical professionals. The opportunity for clients to work with advisors specializing in their field has significant value because of the unique needs faced by physicians and medical professionals that differ from other vocations.

Physicians and medical professionals may be concerned with:

  • Excessive student and personal loan balances in the beginning of their careers
  • Limitations on the time available to devote to financial matters
  • Building wealth
  • Establishing or joining a professional practice
  • Protecting income and families
  • Higher potential for professional and personal risk liability to personal and business assets
  • Complex tax strategies and higher generally tax liabilities

Our team of representatives assists our clients in providing strategies to these types of issues on a daily basis. Clients benefit from a higher level of experience when the knowledge of all the team members is combined. Clients benefit from the team approach provided by the medical division by combining different areas of knowledge.

The Medical Professionals Studio offers a one-stop referral arrangement for access to resources, such as medical practice and business consultants, accountants, attorneys, insurance carriers and information technology specialists. Our team of network professionals such as CPAs and Estate Tax Attorneys offer unique design ideas applicable to today's ever changing tax environment. These specialists keep us up-to-date on all the current tax, retirement, and business issues that are essential in allowing us to assist our clients in making informed decisions.

Our mission is to help you work towards financial security for your family that can last a lifetime.

Whether you’re just getting started with your finances or you’ve been building financial security for a number of years, we begin where you are today. Our planning process is tailored to address your needs.