A complete list of active advisors currently associated with Omni Wealth Management

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

Omni Wealth Management provides fee-only financial planning and personalized investment management to individuals and a range of institutional clients, including retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. As of December 31, 2025, the firm reports discretionary assets under management of approximately $36.6 million and serves both individual and institutional relationships. Omni typically manages discretionary, tailored portfolios—advising on mutual funds, ETFs, variable insurance products and other securities—with continuous supervision and periodic rebalancing under client guidelines. The firm uses a mix of in-house investment adviser representatives and selected outside portfolio managers and operates a wrap fee program in which it absorbs transaction costs, a structure the brochure notes can create a disincentive to trade. Notably, Omni is among a small number of independent advisers that sponsor a wrap fee program while also providing portfolio management to institutional clients, both features the firm’s ADV highlights as uncommon for peers. The brochure also discloses operational practices that may affect clients, including recommending Charles Schwab as custodian, receiving related support services from Schwab, and not voting client proxies.

To learn more about the advisors currently working at Omni Wealth Management, 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.

Name	Location	Years of experience
Michael Banasiak	Waukee, IA	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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