A complete list of active advisors currently associated with Omni Financial LLC

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

Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth individuals through both discretionary and non-discretionary managed accounts and standalone planning engagements. The firm offers ongoing portfolio management, financial planning consulting, and prepares written investment strategies tailored to client objectives. The firm’s investment approach is tailored to each client’s time horizon, risk tolerance, and goals and may incorporate asset allocation, dollar-cost averaging, technical analysis, and a mix of long- and short-term purchases. Accounts are reviewed at least quarterly by the firm’s sole investment advisory representative, and the firm emphasizes maintaining long-term purchasing power while noting potential tax implications. Noteworthy distinctions include an unusually high client load for a single-advisor practice (over 500 clients served by the firm’s sole IAR) and the principal’s concurrent roles outside the advisory business: registration as a broker‑dealer representative and licensure as an insurance agent (with commissionable products offered as appropriate) and service as a board member managing an association’s investments. The firm also offers subscription-style financial planning options and discloses that certain service providers used in client servicing incorporate artificial intelligence components, with periodic due diligence performed.

To learn more about the advisors currently working at Omni Financial 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.