Opal Wealth Advisors

Opal Wealth Advisors is a financial planner in Hicksville, NY. The firm provides personalized guidance to help clients take control of their money, design ideal retirements, and achieve specific financial results. Serving a diverse range of clients, the firm offers specialized services for entrepreneurs, business owners, women managing wealth, and families planning for future generations.

The firm utilizes a specialized seven-way process known as The Opal Way to manage wealth through integrated components including financial planning, tax planning, and financial life organization. Their approach focuses on coordinating various professional aspects of a client's financial life to ensure nothing is overlooked. The team provides proactive strategies for managing liquidity events, concentrated stock challenges, and retirement longevity. Beyond simple investment management, the firm emphasizes long-term partnership, working to understand the personal nuances of each client's net worth and the transitions they face.

Opal Wealth Advisors is located on Jericho Plaza.

The firm is recognized for its excellence in the industry, having been honored on the 2025 Forbes | SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. This prestigious recognition highlights the firm's proven track record in safeguarding and growing client wealth. Clients can expect a high standard of fiduciary care characterized by transparency, straight talk, and a commitment to professional excellence.

Opal Wealth Advisors provides dedicated wealth management and strategic financial guidance to the Hicksville community and beyond.