Our Story
Opulence Planning, LLC was founded in 2019 with a simple belief: clients deserve thoughtful, objective financial guidance built on trust.
In 2021, Opulence Planning transitioned to an independent, fee-only Registered Investment Adviser (RIA), reinforcing our commitment to acting solely in our clients’ best interests. This milestone allows us to deliver advice free from product-driven conflicts and fully aligned with the values that guide our work.
Today, we provide sophisticated, objective financial guidance rooted in integrity, transparency, and care—helping clients protect, grow, and steward their wealth with confidence.
Jon Butler, CFP(R)
I’m a retired Army veteran, a husband, a loving father, and a financial planner who believes thoughtful planning creates confident futures.
With over a decade of experience in the finance industry, my approach is grounded in discipline, integrity, and service values shaped by my time in the military. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I focus on clear guidance, honest conversations, and plans built around what matters most to you.
Family is at the center of everything I do. I’m married, and my wife and I love going on adventures together traveling, exploring the outdoors, and creating meaningful memories. Being in the mountains is especially important to our family, and we spend as much time as possible at the ranch, unplugging, staying active, and enjoying life together. Whether it’s sports with my kids, hunting, or winter sports, those moments are a constant reminder of why planning matters so you can fully enjoy today while preparing confidently for tomorrow.