OMC Financial Services is an independent Registered Investment Advisory firm. We provide
objective and unbiased fee-only investment management, estate planning, retirement
planning/counseling, and advisory services to individuals, families, professionals, small
business owners, and trusts. For 40 years, we have been establishing long-term partnerships with
our clients while taking an active role in their financial well-being as we work together toward
achieving what is important to them.
Every day we strive to deliver our guidance and professional management with exceptional client service. We truly believe that "client service isn't everything, it's the only thing," and our commitment to that is evident in all that we do.
Firm Start Year
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Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Investment Advisor Representative
Assets Managed by Firm
Minimum Portfolio Size for New Managed Accounts
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