Omega Financial Group

Omega Financial Group is dedicated to providing our clients with high-quality, holistic financial consulting and wealth management services. Our mission is to empower our clients to achieve their financial goals by leveraging our expert knowledge, sophisticated tools, and global reach.

Our Story

Our team, led by Chief Strategist and CIO, Dylan Minor, is comprised of experts in the field of finance. We have a strong foundation in academia and industry, with a proven track record of delivering successful outcomes for our clients. Our team is committed to providing personalized service, tailored to each client's unique needs and goals.

Our Expertise

At Omega Financial Group, we offer a range of services designed to help our clients achieve their financial objectives. Our expertise includes:

Fiduciary Investing: We provide objective, conflict-free investment advice, ensuring that our clients' best interests are always our top priority.

Integrated Offerings: Our team of experts will work closely with you to create a comprehensive financial plan that takes into account all aspects of your financial life.

Sophisticated Investment Management: Our experienced team will design and implement a customized investment strategy that aligns with your goals and risk tolerance.

Global Services: Regardless of citizenship or residence, we can help you navigate the complexities of global finance and make informed investment decisions.

Meet Our Team

Our team is comprised of experienced professionals, dedicated to delivering exceptional service and results. Our team includes:

• Dylan Minor, Chief Strategist and CIO: With a background in academia and industry, Dylan leads our team with his expertise in finance and economics.
• Bryan Reinhard, Director and Chief Compliance Officer: Bryan works closely with our team to ensure compliance and regulatory adherence.
• Paul Kuhn, Senior Wealth Advisor: With a strong business background, Paul provides expert guidance on investment planning and management.
• Rob Schultz, Senior Wealth Advisor: Rob works with pre-and post-retiree clients, foundations, and other non-profit entities.
• Naomi Williams, Operations Manager and Lead Client Service Associate: Naomi ensures that our office runs smoothly and provides exceptional client service.
• Jessica Womack, Executive Assistant to Dylan Minor: Jessica provides administrative support and assists with the day-to-day operations.

Our Skill Set

As a team, we bring a sophisticated skill set to the table, with a focus on delivering exceptional results for our clients. We understand that no two clients are alike, and we tailor our approach to meet the unique needs of each individual or family.

Conclusion

At Omega Financial Group, we are committed to helping our clients achieve their financial goals. Our team of experts is dedicated to providing personalized service, tailored to each client's unique needs and goals. We believe that our skills, expertise, and commitment to our clients set us apart from other financial services firms. We invite you to learn more about our services and how we can help you achieve your financial goals.