Find a Financial Planner Near Me
Omega Wealth Management is an independent, full-service resource for finding a financial planner near me. From estate planning to entrepreneurial guidance, Omega Wealth Management financial planners provide effective strategies to support your economic goals and well-being. The process starts with a complimentary consultation; connect with our team and get started today.
When to Start Working with a Financial Planner
A financial planner brings benefits at multiple phases in life. Whether you are transitioning from work to retirement, starting a business, or building your portfolio, a financial planner gives customized guidance to help you meet your goals. Below are a few circumstances where working with a financial planner can bring an advantage.
Financial Planning for Transitions: From marriage to retirement, life is full of changes. And more often than not, these changes are accompanied by a financial transition. A financial planner near you can draft investment strategies, reallocate funds, and give holistic guidance on your options.
Financial Planning for Economic Well-Being: A financial planner can evaluate your current assets, debts, and income to identify areas for potential change. After a detailed evaluation, they may recommend holistic strategies to help you achieve your monetary goals. Check Our Resources page for additional support in this area.
Financial Planning for Business Owners: At Omega Wealth Management, we take a holistic view when working with business owners and entrepreneurs. By discussing your professional and personal financial goals, we can create a comprehensive plan to support your earnings while accounting for your individual needs.
What Does a Financial Planner Do?
- Review your current financial situation strengths and weaknesses
- Help create retirement & education savings strategies
- Discuss tax, estate and trust planning
- Assist with considerations on large purchases and sales
- Manage investments
Not sure where to start? Contact or team to set up a free consultation, or read Our Blog for helpful tips and strategies.
Our Experience
Our financial planners have in-depth experience in the finance industry. Founded in 1999, our firm has been serving clients through decades of transitions and economic climates. Our team holds a wide range of financial certifications, including:
- Certified Professional Facilitator (CPF™)
- Registered Life Planners (RLP®)
- Certified Financial Transitionist (CeFT®)
- Certified Financial Planner (CFP™)
- Certified Investment Management Analyst (CIMA®)
We combine our industry knowledge, experience, and values to inform the The Omega Method; a holistic approach to financial planning. Learn more about Our Mission here.
We are An Independent, Fee-Only Organization
Omega Wealth Management became an independent company in 2004. This means that we are not affiliated with one investment firm. As a result, we can select the investment partners that best serve our clients’ needs. This flexibility is key in our financial planners’ ability to tailor programs to each customer’s goals. As a fee-only practice, we do not receive commissions from the investment plans we offer. We are a fiduciary company, meaning that we put our client’s profits first.
Our Services
In addition to delivering assistance with basic economic strategy, the financial planners at Omega Wealth Management have developed comprehensive programs to support our clients’ needs. Each of these financial journey models can be customized to your objectives:
The Life + Wealth Integrator™
The Life + Wealth Integrator™ is a tool that helps clients center their financial decisions around their values. The process starts with a consultation with a financial planner to establish your goals, timeline, and communication preferences. From there, we craft options for your retirement plans, educational investments, and cashflow. You will receive a detailed, written plan that reflects your needs and accounts for obstacles down the road.
Transition Navigator™
Our Transition Navigator™ tool is designed for anyone facing a personal or professional change, like retirement, marriage, divorce, relocation, inheritance, or the purchase of a major asset. A financial planner acts as your “thinking partner”, helping you to make decisions before, during and after the transition.
The Entrepreneurial Edge™
This service is ideal for business owners and entrepreneurs seeking support with investment strategy, cash flow, business goals, and asset management.
Our Consultation Process
Our financial planners take a holistic view of each client’s financial framework. During our consultation and assessment, our team will:
- Define your short and long-term goals
- Address your immediate questions or concerns
- Learn more about you and your communication style/preferences
- Establish a baseline of your current situation
- Discuss your values and dreams
- Begin to explore the best investment and retirement strategies for you
- Discuss upcoming personal and professional transitions
Book a consultation with our team today to get started with your financial plan.
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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