Your Future.Our Focus.
Coordinated wealth management for people whose finances outgrew simple advice.
We See What Others Miss
Other Wealth Managers Can Overlook What Matters Most. We Don't.
What if the Biggest Threat to Your Wealth Is the One You Haven't Seen Yet?
Illuminating the Blind Spots Others Miss
- Lack of a clear succession or exit strategy for business owners
- Uncoordinated strategies between personal wealth and business
- Investment approaches that don't align with goals or risk tolerance
- Tax inefficiencies that impact long-term growth or succession
- Not having a single trusted advisor to guide every part of financial life
- Outdated or underperforming retirement plans
The OmniStar Framework
Is your financial life as connected as it should be?
Ten parts of a financial life, and the relationships between them. A change in one affects the other.
Our Core Services
Wealth Management
Personalized strategies to help you grow, preserve, and transfer wealth with purpose and confidence.
Wealth Management
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.
Retirement Plans
401(k) Solutions
At OmniStar Financial, we understand that a well-designed retirement plan is more than just a workplace benefit. It is a cornerstone of your ability to attract and retain top-tier talent while supporting long-term financial success.
401(k)
Tax Planning
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.
Tax Planning
OmniStar by the numbers
24
Years serving clients
99.69%
Client retention rate
26
States served
- CFA®
- CAIA®
- CFP®
- CPA®
- ChFC®
- RICP®
- RFC®
- AIFA®
OmniStar team credentials
Testimonials
What Clients Say About Us
Media
Recent Videos and Articles
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.