Services for Businesses

Objective Advice with a Fiduciary Focus

Objective Advice with a Fiduciary Focus

At O'Meara Financial Group, we understand that every organization has unique needs. Our role is to help you make smart, well-informed decisions about managing your corporate and retirement plan assets.

Our established relationships with the country's largest investment management firms enable us to offer you a wide range of investment options.

The Services we provide include:

  • Goal Setting: Assist in setting and reviewing goals for the organization's assets 
  • Fiduciary Oversight: Establish and maintain the Investment Policy Statement (IPS). Once the IPS is in place, investment monitoring and comprehensive reviews are provided quarterly. 
  • Vendor Search and Selection: Work with a network of providers to search for solutions best suited for your employees, plan and investment menu. 
  • Employee Education: Implement comprehensive employee education campaigns and workshops including financial wellness events. 
  • Legislative Updates: Communicate updates from the Department of Labor and IRS that affect the plan and the plan participants.
  • Benchmarking Services: Review the plan set up and fees to ensure they are competitive and in line with plans of similar size. 
  • Administrative Support: Coordinate with all vendors on plan design, compliance and audit support. 

O'Meara Financial Group, is an independent firm with no proprietary investment products to promote. We educate plan sponsors about their alternatives and assist them in the implementation of appropriate strategies.