Broker Check

Opes One Advisors

We offer life-changing opportunities for each one of our stakeholders

At Opes One Advisors, we work with over 19,4572 clients throughout Texas, Oklahoma, and the United States.

Our Presence in the Community as of December 31, 20191:

Helping clients protect what matters most

Life insurance coverage in force


Number of life insurance policies in force


Income protection in force


Number of disability income policies in force     


Providing value to our clients and their families

Client policy and account values3


Dividends to whole life policyholders4  


Fulfilling promises for our clients and their families

Life Insurance benefits (claims) paid5


Disability benefits (claims) paid5



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1 Reflects all in force policies and contracts serviced by this agency as of 12/31/19.

2 Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.

3 Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/19). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.

Represents Dividends paid in 2019 on Whole Life policies, excluding closed and surrendered policies.

5 Represents all Life and Disability claims paid in 2019.

- Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.

- Financial information concerning Guardian as of December 31, 2019, on a statutory basis: Admitted Assets = $62.2 Billion; Liabilities = $54.6 Billion (including $46.5 Billion of Reserves); Surplus = $7.6 Billion.

- Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. 7 Hanover Square New York, NY 10004 888-600-4667. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Opes One Advisors is not an affiliate or subsidiary of PAS or Guardian.