A complete list of active advisors currently associated with Omnivest

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

Omnivest is an independent, single-advisor investment adviser that states it will serve individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities through discretionary asset management and comprehensive financial planning. As with many independent firms, it charges percentage‑of‑assets fees for portfolio management and offers ongoing monitoring and tailored investment guidance for individual accounts. The firm describes an investment process that combines fundamental and technical security analysis with Monte Carlo planning to build client‑specific allocations, and it accepts discretionary trading authority while allowing clients to impose written investment restrictions. Financial planning is offered as a standalone service for a fixed fee, and the firm specifies a particular custodian for execution and account servicing. Notable differences from many peers include that, although the firm was formed earlier, it reports having begun advisory services recently and currently shows no client accounts or assets under management; the firm’s principal also discloses an outside, non‑financial activity as a congressional candidate that occupies roughly ten percent of his time. The brochure also discloses operational features that are less common among small independents — a mandatory custodian relationship, a policy not to aggregate trades, and a practice of not voting client proxies unless specifically requested.

To learn more about the advisors currently working at Omnivest, 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.