Comprehensive Financial Solutions for Business, Family, and Future
Your Future. Our Focus.
OmniStar will be adding CPA and Trustee Services in 2026 to better serve you!
Are you on track to reach your goal?
This quick assessment uses OmniStar’s 10 Core Elements to evaluate how prepared you are to meet your goals. Your results will guide your next best steps.
We See What Others Miss
Other Wealth Managers Can Overlook What Matters Most. We Don’t.
At OmniStar Financial Group, we work with high-achieving business owners, professionals, and families who are laser-focused on growth, yet are often unaware of the blind spots that could cost them their legacy. We believe your financial life should feel less complicated and better supported. That’s why we offer fully integrated solutions that align your business, personal wealth, and legacy planning in one place. Our clients value the confidence that comes from having a dedicated team who anticipates their needs, provides thoughtful guidance, and stays one step ahead.
Our Core Services

Wealth Management
Personalized strategies to help you grow, preserve, and transfer wealth with purpose and confidence.

Qualified Retirement Plans
Custom-designed retirement plans—including 401(k)s, profit-sharing, and cash balance options—tailored to attract top talent, support your team, and align with your company’s long-term goals.

Second Opinion Solutions ™
An objective review of your current financial plan to uncover risks, improve performance, and validate your next move.
Illuminating the Blind Spots Others Miss
What if the Biggest Threat to Your Wealth Is the One You Haven’t Seen Yet?
- Lack of a clear succession or exit strategy for business owners
- Uncoordinated financial strategies between personal wealth and
- Investment approaches that don’t align with goals or risk tolerance
- Tax inefficiencies that impact long-term growth or succession
- Not having single trusted advisor to guide every part of financial life
- Outdated or underperforming retirement plans
Comprehensive Planning Starts
with These 10 Elements by OmniStar
Comprehensive Planning Starts with These 10 Elements by OmniStar
OmniStar’s wealth management strategy centers on 10 essential elements. Each is interconnected and critical, forming a unique strategic framework that is flexible by design and personally tailored to support your individual, family, business, and lifelong goals.
- Click on each element to learn more
Let’s Start the Conversation
Connect With An OmniStar Advisor To Take The Next Step Toward Clarity, Confidence, and Long-Term Planning You Can Trust.
Testimonials
What Clients Say About Us
“This is excellent information and exactly what I need. Now I will be able to talk to my mother and sister and we can determine the best course of action. If we run into any additional questions or concerns, I will contact you. I appreciate all that you and your firm do to help me financially.”
— Peggy“We have changed to an independent financial planner & couldn’t be happier or more satisfied. We have annual in-person meetings, our choice. Their technology & communication is awesome. No pressure techniques. They adhere to your own risk assessment & goals. We love going there because Roger is a good & caring man, as well as the staff. Roger makes something I consider painful & uncomfortable less so by his professionalism, calmness, & sincere intent to help you.”
— Matt & Regina“Thank you so very much for your attentiveness to us. You go the extra mile, and we are thankful for all that you do for us.”
— Shauna
“I became a stockbroker in 1968 when the DJIA was approaching 1000 for the first time. … It was a great ride, but when I retired I wanted to play golf and travel, not invest with stocks. I found a money manager to handle my retirement plan and my wife’s stock account. I was looking for market expertise and to take advantage of selling options to generate income. Few offer this genre. My wife and I are extremely pleased with our manager OmniStar Financial [Group] in Wilmington, NC. Now I can relax when I’m making a 3’ putt.”
— Larry