Financial Advisor Near Me
If you are looking for a “financial advisor near me”, schedule a free 15-minute consultation with Omega Wealth Management. Our experienced team of financial advisors provide support with estate planning, tax planning, and business strategy. At Omega Wealth Management we take the time to understand each client’s goals and values before building an integrated financial plan. The process starts with a complimentary consultation; connect with our team and get started today.
The Role of a Financial Advisor
When researching “financial advisors near me”, it’s a good idea to start thinking about your unique financial and personal goals. Whether you are opening a business, planning for retirement, or building a family, a good financial advisor can help broaden your financial options. At Omega Wealth Management we take a holistic view on financial well-being. As an independent, full-service wealth management firm, we provide assistance with a wide range of financial services including:
Preparing for a major life/career/business transition
Financial Triage to help get you through the beginnings of a major life/financial/career transition
Cashflow management
Tax planning
Estate planning
Retirement planning
Sale or purchase of business or assets
Building a portfolio for short- and long-term goals
Education planning
What Does a Financial Planner Do?
Contact our team to set up a free consultation, or read our blog for the latest financial strategy news.
Our Services
As financial advisors in Northern Virginia, we offer comprehensive investment and wealth management services for our clients. Each of our financial journey models can be customized to meet your unique objectives:
The Life + Wealth Integrator™
We recommend the The Life + Wealth Integrator™ tool for clients looking to build a financial plan centered around their values. A popular option for business owners and experienced investors, this approach allows our financial advisors to craft a detailed strategy that includes investments, retirement plans, and long-term economic considerations. The process starts with a detailed consultation to determine the vision for your financial plan. The Life + Wealth Integrator™ service includes semi-annual meetings with your financial advisor to review annual goals, stay on top of tax planning, analyze your portfolio and address any obstacles or opportunities that may arise during the year.
Transition Navigator™
“When life changes, money changes. When money changes, life changes.” - Susan Bradley. Our Transition Navigator™ tool is designed to help you navigate the personal and financial changes that come with any life transition. A Certified Financial Transitionist® acts as your “thinking partner”, helping you to make decisions before, during and after events like marriage, divorce, retirement, or the sale of a business. We begin the process by assessing where you are now and discussing what your “new normal” might look like. Connect with our team to discuss questions about your upcoming transitions.
The Entrepreneurial Edge™
We designed the Entrepreneurial Edge™ service for business owners and entrepreneurs. Our financial advisors first guide you through the Life + Wealth Integrator program to establish your unique strengths and priorities. From there, we work on a plan that integrates the personal and business sides of your life. The Entrepreneurial Edge™ program includes exercises and assessments to maximize the benefits of your business ownership, as well as an opportunity for monthly coaching with Lisa Kirchenbauer, Founder & President of Omega Wealth Management, LLC and an entrepreneur with more than 20 years of experience.
The Omega Method
As financial advisors, we take a holistic and comprehensive approach to financial planning. Using our 5-step process, we identify the values that are important to you and focus on building a plan to help you maintain financial freedom. By understanding your values and communication preferences, our financial advisors create a tailored financial program that works for you.
Looking for a financial advisor near me? Get in touch to set up your free 15-minute conversation with our team.
About Our Team
Founded in 1999, Omega Wealth Management has more than two decades of experience as a full service financial advisor firm in Northern Virginia. Our team holds advanced certifications and licenses in a range of areas, including:
- Certified Financial Planner (CFP™)
- Certified Financial Transitionist (CeFT®)
- Registered Life Planners (RLP®)
- Certified Investment Management Analyst (CIMA®)
Omega Wealth Management is an independent, fee-only firm. This means that our financial advisors are not affiliated with any one investment partner and can select options that best fulfill our clients’ needs. This flexibility is key to our success. As a fee-only practice, we do not receive commissions from the investment strategies we offer. We are fiduciaries a fiduciary company, meaning that we put our client’s interests first. Learn more about Our Values here.
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Ready to start your financial planning journey?
Ready to start your financial planning journey? Connect with our team in a free 15-minute call today.
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