A complete list of active advisors currently associated with OmniDivitia Wealth Management, Inc.

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

OmniDivitia Wealth Management provides personalized investment management and financial planning to individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. Its services include discretionary portfolio management, retirement-plan advisory and implementation support, individual financial plans, 529 plan reviews, and an ongoing subscription financial-advice option. The firm implements client-specific programs through documented investment policy statements and a mix of analytical methods, including fundamental and technical analysis, with strategies that can include long- and short-term positions and option writing. Accounts are monitored on a regular basis (with quarterly reviews noted) and the adviser accepts discretionary trading authority and manages assets held away such as qualified plans. Noteworthy features in the brochure include the firm’s provision of ERISA pension consulting in both a limited 3(21) advisory role and an optional 3(38) discretionary investment manager role, and its work with charitable organizations—client types and services that the firm identifies as less common among peers. The brochure also discloses an affiliated tax-preparation business and states the firm does not sell commission-based products, with conflicts addressed through disclosure and internal procedures.

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