A complete list of active advisors currently associated with Omicron Advisors, LLC

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

Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, and nonprofit accounts. The small advisory team manages roughly $151 million across about 74 client relationships and does not impose account minimums for clients. The firm follows an academic-driven investment approach that emphasizes diversification, passive strategies, and the use of mutual funds and ETFs to implement individualized Investment Policy Statements. Omicron typically manages accounts on a discretionary basis, conducts quarterly portfolio reviews, and requires Charles Schwab as the custodian for managed accounts. A distinctive feature is the firm’s affiliation with an accounting practice: one principal owns the accounting firm and another provides accounting support, and the brochure states the affiliation is used to bring tax and accounting insight into investment and planning work. The firm discloses that clients are not required to use the accounting firm and that principals split time between roles, a staffing arrangement the firm notes may require delegation when time conflicts arise.

To learn more about the advisors currently working at Omicron Advisors, 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.