Financial well-being doesn't come on its own. 
Life is too short not to plan for the future.&#160;<b></b><i></i><sup></sup>

Financial well-being doesn't come on its own.  Life is too short not to plan for the future. 

at O'Meara Financial Group, our financial advisors help clients build a comprehensive financial plan for the future by focusing on the following key areas: 

  • Setting Financial Goals
  • Managing Risk
  • Reviewing Strategies for Minimizing Taxes
  • Planning for Retirement
  • Helping to build an effective Estate Plan


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Let us guide you through your financial journey so you can work toward your life goals.&#160;

Let us guide you through your financial journey so you can work toward your life goals. 

You have spent your life taking care of others--now let us take care of you. We specialize in helping retirement plan sponsors build strong 401(k) and retirement programs, and help individuals transform retirement nest eggs into a regular paycheck. 

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Our Process

1. Schedule a call.


2. Allow us to build a custom comprehensive wealth management and retirement plan.


3. Let's execute the plan together.


Executives and their Families

Executives and their Families

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Retirement Plan Sponsors

Retirement Plan Sponsors

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Trusts, Institutions and Foundations

Trusts, Institutions and Foundations

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."