Brian has 30 years experience in the financial planning, investment and tax advisory business. Before joining Omni in 2001, he worked for an international accounting and consulting firm in Tampa, Atlanta and Houston assisting. Matt has been working with Omni Wealth Advisors, Inc. for the past three years.
He is a graduate from the University of North Georgia with a degree in Business concentrating in Finance. He assist with every aspect of client service. Prior to coming to OMNI she spent 30 years working in Insurance Operations and Claims with a major property and casualty carrier. She is a graduate of the University of Florida and enjoys.
He is a graduate from the University of North Georgia with a degree in Business concentrating in Finance. He assist with every aspect of client service. Prior to coming to OMNI she spent 30 years working in Insurance Operations and Claims with a major property and casualty carrier. She is a graduate of the University of Florida and enjoys.
Services
Omni Wealth Advisors serves individuals and business owners with a broad array of unique and specialized products and services. Couple that with our extensive list of strategic partners with diverse expertise in law, insurance, taxes, and more, there is no need that will go unmet. Omni Wealth Advisors is well-qualified to help you successfully achieve your goals by helping you plan for your future, now.
There is no need to worry. Omni Wealth Advisors understands that every client is unique, comes with different concerns, and might even have far reaching goals for their future. For over 30 years, our team has watched the markets go up and down while guiding our clients through it all.
The knowledge and expertise gathered during that time, coupled with modern techniques and strategies, are combined to develop a plan to keep you on target toward your financial goals.We take a multi-pronged approach to managing your wealth, focusing on your needs and emphasizing implementation. Omni Wealth Advisors brings the term "comprehensive" to a new level.
The knowledge and expertise gathered during that time, coupled with modern techniques and strategies, are combined to develop a plan to keep you on target toward your financial goals.We take a multi-pronged approach to managing your wealth, focusing on your needs and emphasizing implementation. Omni Wealth Advisors brings the term "comprehensive" to a new level.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews
Be the first to review Omni Financial Advisors.
Write a Review
