About Us
About 1st Opulence Financial
Since its inception, 1st Opulence Financial has been locally owned and operated here in Southeastern Wisconsin. Over the years, we have grown and now represent clients throughout the United States, while remaining deeply rooted in the Midwest. We proudly serve clients throughout the Milwaukee and Chicago areas and have helped thousands of clients pursue and achieve their financial goals.
1st Opulence Financial maintains rigorous fiduciary standards while helping our clients plan for their financial future. We are guided by a few core principles: keeping things simple, providing honest financial advice, and always acting in our clients’ best interests. We believe integrity is not only essential to what we do, but fundamental to how we serve our clients.
Brian Whitaker
Owner/Agent
As the Founder and President of 1st Opulence Financial, Brian Whitaker brings more than 20 years of experience in the financial services industry, specializing in retirement planning and wealth management.
As a Financial Advisor and fiduciary with an insurance license, Brian provides personalized guidance designed to help clients pursue their financial goals with confidence and clarity.
A proud graduate of Indiana University, Brian earned his Bachelor of Science in Public and Environmental Affairs. He lives in Southeastern Wisconsin with his wife, Briana, and their three children. Outside of work, he enjoys Indiana University basketball, IndyCar racing, and fishing.
Professional Experience
- Fiduciary, holds a 65 Series license
- More than 20 years of experience in the Financial Services and Investment Advisory industries. Investment Advisory Services are offered through Great Lakes Wealth Management.
The Meaning Behind Our Name
Opulence represents abundance, prosperity, and a life well lived. At 1st Opulence Financial, we believe financial planning should help you build toward that kind of future, with confidence, clarity, and the freedom to enjoy what you’ve worked hard to achieve.