A complete list of active advisors currently associated with OmniStar Financial Group, Inc.

Warmer can help you find a great advisor at OmniStar Financial Group, Inc. or one who fits your needs even better.

OmniStar Financial Group is a registered investment adviser that provides discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans and other entities. The firm manages roughly $285.7 million in discretionary assets for about 236 clients and commonly delivers ongoing portfolio management and bespoke financial planning to both individual and high-net-worth clients. The firm relies on a mix of fundamental and technical analysis and offers several named strategies—Momentum, Equity Income, Growth & Income, Institutional—and diversified ETF strategies; the Momentum strategy, for example, holds up to 30 stocks with minimum market caps above $5 billion and a beta constraint under 1.4. OmniStar discloses use of options and other derivatives as permissible investments and may employ such instruments within separately managed accounts as part of its tactical approaches. Several features distinguish OmniStar from many peers: the firm is also licensed as an insurance agency and its associated persons may receive commissions for selling life, disability, annuities and long-term care products, a practice the brochure notes can create conflicts of interest. The firm also operates a named 501(c)(3) foundation, offers higher‑tier clients access to services such as LifeLock and an OmniCap planning system plus limited reimbursements for estate‑planning and CPA costs, and—uncommonly for similarly sized teams—discloses the use of client testimonials in its advertising.

To learn more about the advisors currently working at OmniStar Financial Group, 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.