Your Trusted Partner In Financial Growth
About Us
Empowering To Take Control Of Your Financial Future
At Opax we’re more than just financial advisor we’re your lifelong financial partners with years of experience and a client-first.
5 K+
Clients Helped Across All Life Stages
Our client consistently rat our services exceptional.
100 M+
You're In Assets Under Management
We manage and advise on half a billion dollars
100 %
Customized Financial Advisor Strategies
From startups enterprises, we’ve crafted strategies
15 +
Years of Financial Planning Experience
We’re always available to assist, ensuring financial
Our Services
From Planning to Prosperity We've Got You Covered
Our Case
Studies
Success You Can Measure, Stories You Can Trust
Our Work
Process
A Smarter Way to Plan, Grow And Protect Your Wealth
Initial Consultation
We begin with no obligation conversation understand your financial goals, concerns, & current situation this is where we listen.
Financial Assessment
We analyze your income, expenses, assets, liabilities, and overall financial health to identify opportunities and risks.
Strategy Development
Based on your goals & lifestyle, we create a personalized financial plan including investment, retirement, tax, & risk.
Meet Our
Team
Empowering Your Future With Trusted Advisors
Kathy Pacheco
Financial Advisor
Autumn Phillips
Certified Financial
Daniel Chowdhury
Investment Strategist
Daniel Hamilton
Retirement Planning
Kathy Pacheco
Financial Advisor
Our
Testimoial
What Our Clients Say Advisor
Our Blog
Insights That Help You Make Smarter Money Moves
Why Most Financial Plans Fail And How to Get Yours Right
Most plans fall short not because of bad advice but because they don’t aligns with real life. Here's how to build a financial plan that adapts, lasts, & works. it’s a lifestyle shift.
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