Our Philosophy and Core Values | Omnistar Financial Wealth Management

Our Philosophy

Vision & Mission

At Omnistar Financial, our vision is to serve our clients in a way no one else can. We achieve this through deep relationships, actionable strategies, and leveraging advanced technology to empower our clients to reach their goals and live their best lives.

Our mission is rooted in integrity and a commitment to excellence. We guide clients toward financial success in a stress-free environment, honoring their accomplishments, dreams, goals, and legacy.

Core Values

Our principles form the foundation of everything we do. At Omnistar Financial, we are guided by these core values:

Accountability: We take responsibility for our clients' financial success.
Client-Centric Focus: Every decision is made with our clients’ best interests in mind.
Commitment: We are dedicated to helping you achieve your financial aspirations.
Integrity: Conducting business with the utmost honesty and transparency.
WOW Environment: Exceeding expectations and delivering exceptional experiences.
Greater Good: Making a meaningful impact on our community and society.

Our Financial Services

Omnistar Financial offers a comprehensive suite of financial solutions tailored to your unique needs. Our services include:

Financial Planning: Custom strategies to help you achieve your life goals.
Investment Management: Expert guidance to grow and safeguard your wealth.
Retirement Planning: Plan for a secure and fulfilling future with our expertise.
Tax Optimization Services: Maximize savings with effective tax planning.
Estate Planning: Preserve your legacy for future generations.

Why Choose Omnistar Financial?

Our personalized approach ensures that every client receives strategies designed specifically for their goals and lifestyle. With decades of experience, we combine innovative technology and unparalleled service to create financial success stories for individuals, families, and businesses.

We pride ourselves on:

Building meaningful, long-term relationships with clients.
Providing actionable, data-driven strategies.
Staying at the forefront of financial technology and trends.

Ready to experience the Omnistar difference? Contact us today to schedule a consultation and start building a financial plan tailored to your unique goals and aspirations.

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

I’m so grateful for your involvement in my parents’ lives – it’s made a world of difference.

My brother and I have done our best to create a solid financial plan, but without you there as an expert resource, they wouldn’t be where they are today. We know that everything happens according to God’s plan. I just wish we had enlisted your wise counsel sooner!

Your positive attitude and valuable insights were exactly what was needed to boost their confidence during their time of transition.

Amanda

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