Individuals and their Families

Client Centered

Client Centered

Our financial services business is built on a foundation of thoughtful client relationships. One of the best ways to ensure the health and well-being of your financial future is to know all of your options and learning about the paths that can lead to success.  O'Meara Financial Group, Inc. can help you examine your finances, review your financial objectives, and build a long-term or short-term plan for you to pursue your financial goals for you and your loved ones. 

We serve a wide variety of successful individuals including business owners, corporate executives, executive directors, and those experiencing major life events.  Our team of financial advisors is here to build a relationship with you and your family.  Our array of financial services is geared to your personal growth and personal goals. 

Client Centered

Financial Planning Services We Provide Include: 

  • Comprehensive Financial Planning -- we take a snapshot of your current financial position and use sophisticated tools to build a custom strategy for you. 
  • Risk Management -- we strategize ways to reduce your risk exposure and help to protect you from unforeseen events. 
  • Asset Protection -- we work with you to protect what you already have and build a plan to grow your net worth. 
  • Investment Management -- we are committed to an objective fiduciary process and standards to help address your investment objectives. 

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."