OmniStar Financial Group

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.

We See What Others Miss
Retention rate
0 %
States Served
0
Years Serving Clients
0
Group 390 1
Group 389 1

Our Core Services

Star

Wealth Management

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

Star

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.

Star

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?

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.

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

Testimonials

What Clients Say About Us

“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

“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
Group 391
Group 392
Scroll to Top