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 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. The firm offers discretionary portfolio management and wealth management services that are commonly structured around mutual funds, exchange-traded funds, and insurance products. Portfolios are managed either by the firm’s in‑house adviser representatives or by selected outside portfolio managers, and the firm typically constructs and rebalances accounts to meet client risk and investment objectives. Omni sponsors a wrap fee program that bundles advisory services and most transaction costs; the brochure discloses that this arrangement creates an incentive to limit trading and describes the firm’s fiduciary duty as a mitigating factor. Sponsoring a wrap fee program is relatively uncommon for independent advisers and, combined with the firm’s acceptance of institutional mandates, distinguishes its client and fee structure from many peers. The firm also does not vote client proxies (custodians provide proxy notices) and relies on custodian statements or outside managers’ reports for performance figures rather than producing independent performance calculations.

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.