Omaris Financial, LLC

Omaris Financial, LLC is a registered investment adviser that provides financial planning and investment management services to individuals, high‑net‑worth clients, and businesses, and states it serves both individual and institutional clients. The firm offers both project‑based and ongoing financial planning engagements and continuous advisory services despite reporting no assets under management and no active advisors registered with the SEC.

The firm describes an investment approach that blends passive and active strategies, constructs individualized investment policies and asset allocation targets, and may manage accounts on a discretionary basis while permitting reasonable client‑imposed restrictions. Omaris Financial may implement portfolios using outside managers and model portfolios (including a named unaffiliated manager) and conducts ongoing monitoring and due diligence of those third‑party managers as part of its process.

Noteworthy for a firm of its reported size, the brochure discloses uncommon fee arrangements — including the availability of hourly project work for planning and fixed or flat fees alongside asset‑based management — and an explicit practice of recommending or selecting other advisers to implement portions of client mandates. The disclosure also notes the firm’s principal holds CFP® certification and that the firm does not act as a private fund adviser, indicating a focus on planning, portfolio management, and third‑party manager selection rather than private‑fund activity.