Our name is partially derived from the Latin word, Omni, meaning "all" which represents the foundation of our total wealth management. Financial advice must be delivered relative to the financial goals established by our clients. That's why OmniStar remains dedicated to our family of clients - deep relationships and integrity.
Based in Wilmington, North Carolina, we serve clients in 17 states. OmniStar has one mission, delivering financial services in a way that no one else can. Our firm was created to provide the expertise and capabilities of a national institution while maintaining independence and a commitment to unbiased financial planning.
Based in Wilmington, North Carolina, we serve clients in 17 states. OmniStar has one mission, delivering financial services in a way that no one else can. Our firm was created to provide the expertise and capabilities of a national institution while maintaining independence and a commitment to unbiased financial planning.
Services
Independence - By choice, we are free to recommend only those services that meet our clients' needs - that is, no quotas or propriety products. Our firm designs wealth management strategies solely on the merits of their characteristics and suitability for each client. Client Centric - Our firm combines expertise and the highest level of personalized service to build lasting client relationships.
Wealth management is complex and goes beyond estate and tax planning or a sound investment plan. The process of comprehensive planning requires the coordination of 10 elements. Decisions and actions in one can dramatically affect another. Whether you are focused on retirement planning, growing your wealth, legacy planning or family governance, each element affects every client, therefore comprehensive planning is our standard.
We serve a diverse group of clients ranging from dentists, medical professionals, to families and closely held businesses. We recognize that every client is different - stage of life, financial desires and goals. Our commitment to relationship based planning is the cornerstone of our multi-decade success.
Planning for retirement sounds easy. Fund an IRA, participate in a workplace 401(k), save 10% of your income and the list goes on. Yet, American's are behind when it comes to preparing for a successful retirement. Dustin Hocken and Phil Clark, Wealth Advisors, are exposing some of the most common. Are you considering or already been involved in the charitable activity?
OmniStar is committed to your employees' retirement and building a plan that helps you retain top tier talent. Our team of experienced plan practitioners leverages their knowledge to help plan sponsors manage their retirement plans, drive results, and support efficient operations. We understand the challenges faced by many businesses like yours and our experience allows us to deliver the most appropriate solutions.
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