When O'Meara Financial Group, Inc. was founded in 2001, our focus was to offer professional advice and consulting. That’s why we chose to work with LPL Financial as our Registered Investment Advisor and Broker Dealer. LPL offers all of the resources of a big firm without an agenda or proprietary products. This allows us to sit on the same side of the table as our clients.
The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are gone. Now there are dozens of asset classes and strategies to choose from that may help to protect your portfolio against today’s extreme market volatility.
O’Meara Financial Group's discretionary asset management account allows us to proactively manage your account as investment advisor representative through LPL Financial. Our 4 Step Investment Management Process is comprised of the following:
We utilize a comprehensive program that tracks all of your finances up until and into retirement. Not only does this system track your finances, it can also track your life. Paper and legal documents can be stored digitally in a safe, secure electronic vault. Everything you need is just a mouse click away.