Whether you are seeking a second opinion, a financial check-up, or periodic ongoing advice, Omega Advisors offers a flexible, needs-based model allowing you to choose the level of service that's right for you. You only pay for the help you need, freeing up your hard-earned money to work toward your important financial goals.

As a Fee-Only advisor, we do not receive commissions nor referral fees. We do not receive payments from third parties to promote or sell products. We are compensated directly and exclusively by our clients.

***NEW REFERRAL PROGRAM***

When you choose us for your financial coaching or tax preparation needs, we'll give you a chance to get your money back! That's right - for each new client you refer to us, we will refund you 20% of the fee you paid to us.  When they pay us, we pay you - it's that simple!