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Opes Advisors was founded by Jonathan Lee, Susan McHan, and Mark Duvall to help people make smart, informed decisions and achieve their financial and lifestyle goals.



Although they were on different career paths, all three of our founders discovered a huge fundamental hole in the marketplace: No financial services firm was equipped to offer advice on real estate or real estate financing while managing all the investments in a portfolio. There simply were no firms advising people about their entire financial life.



Based on each of their unique backgrounds and perspectives, our founders were able to create an innovative new advisory service, one based on trust and on the surprisingly groundbreaking notion that you need to consider your total financial picture whenever you make a major financial decision. They built Opes Advisors on the promise that a holistic view of your entire financial life will bring smarter planning and a happier, more secure life, from wherever you are today, both to and into your retirement.