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

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

Omnitrust Wealth Management provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management, model portfolio implementation, and financial planning. The firm creates Investment Policy Statements and advises across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed‑income securities and real‑estate funds. Its investment approach emphasizes long‑term trading and uses a mix of analytical methods — charting, fundamental, quantitative, technical analysis and modern portfolio theory — with clients’ risk tolerances documented in IPSs. For model strategies, OWMI implements third‑party managed models through GeoWealth and selected external managers and generally seeks discretionary authority to execute those models. Notably, the firm serves 348 clients, producing a client‑to‑advisor ratio that is uncommon among independent advisers, and it relies on model portfolios and third‑party managers to help scale its service delivery. Operationally, OWMI requires clients to use Charles Schwab Advisor Services as custodian and does not aggregate trades across client accounts, practices that can influence trade execution and the overall client experience.

To learn more about the advisors currently working at OmniTrust 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.