A complete list of active advisors currently associated with Omega Financial Group, LLC

Warmer can help you find a great advisor at Omega Financial Group, LLC or one who fits your needs even better.

Omega Financial Group provides investment advisory services to individuals (including high net worth clients), trusts, estates and business clients. The firm offers discretionary asset management, written and hourly financial planning/consulting, and retirement plan consulting, and maintains a legacy wrap-fee program for preexisting clients. The firm manages portfolios using proprietary “States of the World” strategies that allocate across assets tied to different market outcomes; these strategies use individual securities, ETFs, options (including covered put/call writing and calls for downside protection), and short-term debt instruments. Omega supplements portfolio management with periodic client meetings, at least quarterly reviews, and quantitative tools such as customized Monte Carlo simulations and econometric analysis to tailor client plans. Omega is affiliated with a related registered adviser that manages a private fund and may solicit accredited investors to that fund, a relationship disclosed in its brochure. The firm also publishes complimentary articles on its website and provides participant education as part of its retirement plan consulting—features that are less common among comparable team advisers.

To learn more about the advisors currently working at Omega Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.