Ryan Greiser, CFP®
Typically responds within 24 hours
FOUNDING YEAR
2019
NUMBER OF EMPLOYEES
2 - 5 employees
Ryan Greiser, CFP®'s Assets Under Management (AUM)
$25M - $100M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Dedicated Staff
Ryan Greiser, CFP®
Hi — We’re Ryan Greiser & Fran Walsh.
We help high-earning millennials plan, invest, and optimize their wealth—so they can secure financial freedom.
Financial freedom isn’t just about making more.
It’s about using what you have to design a life you love—one with flexibility, fulfillment, and freedom. That’s why we focus on a clear, efficient system to manage and invest your money.
Because true wealth isn’t about accumulating more—it’s about having enough to live life on your terms.
Our approach is lean, effective, and built for action.
We cut through financial jargon and endless options to give you clear, strategic steps that actually move the needle.
Whether you're navigating this alone or with a partner, our goal is the same:
→ Equip you with the right systems and habits to achieve financial freedom faster.
→ Help you minimize taxes, maximize income, and grow wealth strategically.
→ Give you the power to choose how you live, who you spend time with, and how you manage your money
Today, the numbers and recognition tell part of our story:
→ We guide 135 ambitious families across 23 states who are building wealth on their terms
→ Named to Investopedia's Top 100 Financial Advisors (2023) and their prestigious Financial Advisor Council (2024)
→ Recognized as one of the Best Wealth Managers Under 40 in the USA by InvestmentNews
But the real validation?
It's seeing clients finally get the guidance they deserve — and watching them build wealth with confidence instead of confusion.
Morgan Housel says the highest form of wealth is the freedom to choose how you spend your time. That's what drives Opulus now — helping others build that freedom years or decades earlier than they thought possible.
The traditional financial system isn't broken — it just wasn't built for you. Our mission is to change that, one family at a time.
Whenever you're ready to build wealth on your terms — reach out.
Let's talk about what's possible when you have the right system and support in your corner.
We help high-earning millennials plan, invest, and optimize their wealth—so they can secure financial freedom.
Financial freedom isn’t just about making more.
It’s about using what you have to design a life you love—one with flexibility, fulfillment, and freedom. That’s why we focus on a clear, efficient system to manage and invest your money.
Because true wealth isn’t about accumulating more—it’s about having enough to live life on your terms.
Our approach is lean, effective, and built for action.
We cut through financial jargon and endless options to give you clear, strategic steps that actually move the needle.
Whether you're navigating this alone or with a partner, our goal is the same:
→ Equip you with the right systems and habits to achieve financial freedom faster.
→ Help you minimize taxes, maximize income, and grow wealth strategically.
→ Give you the power to choose how you live, who you spend time with, and how you manage your money
Today, the numbers and recognition tell part of our story:
→ We guide 135 ambitious families across 23 states who are building wealth on their terms
→ Named to Investopedia's Top 100 Financial Advisors (2023) and their prestigious Financial Advisor Council (2024)
→ Recognized as one of the Best Wealth Managers Under 40 in the USA by InvestmentNews
But the real validation?
It's seeing clients finally get the guidance they deserve — and watching them build wealth with confidence instead of confusion.
Morgan Housel says the highest form of wealth is the freedom to choose how you spend your time. That's what drives Opulus now — helping others build that freedom years or decades earlier than they thought possible.
The traditional financial system isn't broken — it just wasn't built for you. Our mission is to change that, one family at a time.
Whenever you're ready to build wealth on your terms — reach out.
Let's talk about what's possible when you have the right system and support in your corner.
Minimum Financial Requirements
Annual Income
$350,000
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.5% to 1.05%
Subscription
$290
Flat Fee/Retainer
$3,500
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
Our ideal client is a high-earning millennial professional or business owner who values expert advice and wants to take their financial future seriously.
They’re ambitious, proactive, and focused on building long-term wealth—not just making money. They want to:
• Optimize their income
• Reduce their tax burden
• Invest wisely
...so they can achieve financial freedom faster, all while avoiding costly mistakes and wasted time.
They know they could handle their finances alone, but they recognize the value of having a trusted expert to help them do it smarter, faster, and with less stress.
They’re ambitious, proactive, and focused on building long-term wealth—not just making money. They want to:
• Optimize their income
• Reduce their tax burden
• Invest wisely
...so they can achieve financial freedom faster, all while avoiding costly mistakes and wasted time.
They know they could handle their finances alone, but they recognize the value of having a trusted expert to help them do it smarter, faster, and with less stress.
Clients who wouldNOTbe a good fit
We’re not the right fit for those looking for:
• A get-rich-quick scheme
• Stock-picking tips
• Someone to simply “manage” their money without their involvement
If you resist financial guidance, prefer to DIY everything, or aren’t open to optimizing your wealth-building strategy, we’re probably not the right advisors for you.
We work best with clients who see financial planning as a tool for freedom—not a chore they’re avoiding.
• A get-rich-quick scheme
• Stock-picking tips
• Someone to simply “manage” their money without their involvement
If you resist financial guidance, prefer to DIY everything, or aren’t open to optimizing your wealth-building strategy, we’re probably not the right advisors for you.
We work best with clients who see financial planning as a tool for freedom—not a chore they’re avoiding.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
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Social Security Planning
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Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
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Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
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Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
