Omega Advisory is a registered investment advisor (RIA) providing investment advice & wealth management services. We are a fee based independent financial advisory firm with no conflicts of interest, providing comprehensive financial advice to clients.
Our goal is to
Understand the client needs and investment objectives
Provide unbiased and conflict-free investing advice
Focus on long-term investing with emphasis on a blend of value and growth
We manage following types of accounts:
NON-EMPLOYER sponsored accounts
Individual or solo 401k