Brad Lazarus is the founding principal of Omega Advisors LLC, a fee-only tax preparation and financial planning firm located in Chicago, IL. Brad is devoted to delivering independent, unbiased advice to the firm's clients.
Brad has spent his entire career helping people reach their financial goals. He began his career as a tax consultant in the Private Client Advisor division of Deloitte Tax LLP, one of the Big 4 global accounting firms. He subsequently served as a Financial Advisor and Financial Planning Specialist at Smith Barney.
Brad developed and is currently teaching two courses at DePaul University: Personal Finance for Non-Financial Professionals and Personal Income Tax. He also serves as the Lead Tax Trainer for the LadderUp Tax Assistance Program (TAP), the largest volunteer tax non-profit in Chicago. He has educated over 500 working professionals in 1040 Tax Preparation. He volunteers his time as the Personal Finance Expert for Out-of-Work Chicago, a community-supported organization for job seekers, and as a Finance & Tax lecturer at local libraries.
The beauty of Fee-Only, by-the-hour services is that you pay for just the time your advisor works with you or for you. Just like the as-needed, professional services provided by your doctor, dentist, attorney or CPA, you pay for just the amount of time you use, when you use it. In addition, Fee-Only financial planners do not sell financial products such as investments and insurance, and do not accept sales commissions. They work solely for their clients. There are no third-party relationships or outside influences to color their thinking and financial recommendations. With Fee-Only financial planners, all conflicts of interest regarding compensation are removed.
At Omega, we believe that wherever you want to go, you’re more likely to get there if you start with a good map. Our mission is to help you chart your journey, quantify the resources it will require, and create a realistic plan to get you moving towards your chosen destination. Our goal is to build long-term relationships with our clients based on trust and integrity, and to expand his business through referrals from satisfied clients. We invites you to schedule a complimentary, no-obligation Get Acquainted meeting to discuss your financial goals and objectives.
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