Omni Financial LLC

Overview

Omni Financial LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and educational workshops. The firm is owner-operated and offers multiple billing options — percentage of AUM, hourly and fixed fees — which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on pooled public funds and mutual funds, and the firm does not identify itself as an active ESG investor or a capital allocator to third-party private fund managers. An insurance-company affiliation underpins its use of annuity products alongside traditional fund investments.

Assets & Accounts

Investments & Alternatives

Location & Offices