ABOUT OMEGA FINANCIAL GROUP

Guiding Your Wealth Through
Thoughtful + Innovative Investing


In a world of financial complexity, Omega Financial stands as the beacon of innovation and sophistication. As one of Santa Barbara’s only independent investment firms, we’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation. We currently manage over $500 million in discretionary funds and advise on an additional $500 million in global assets.

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Bridging academia and practice, Omega Financial Group pioneers financial advancements that elevate the wealth journey for every family we serve.

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Preserve your wealth and leave a lasting legacy for the next generation that aligns your values and vision.

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Navigating global complexities, Omega Financial Group crafts bespoke strategies that empower families to thrive in an interconnected world.

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Our Approach


The value we create comes from the skills of our advisors, and we recognize that not every client is a match for our firm. At Omega Financial Group, we provide specialized services for families with complex financial needs. Therefore, we conduct discovery meetings to ensure a good fit before engagement.

Our Services


We redefine financial strategy through sophisticated financial consulting and wealth management services. We’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation.

Fiduciary Investing

We offer comprehensive fiduciary level investing for trust, pension, endowment, and nonprofit management.

Global Services 

Navigating global complexities, Omega Financial Group crafts bespoke strategies that empower families to thrive in an interconnected world.

Legacy Planning

Preserve your wealth and leave a lasting legacy for the next generation that aligns your values and vision

Strategic Philanthropy

Empowering your legacy through thoughtful giving

Business Maximization

Unlock the full potential of your business with Omega Financial Group’s tailored strategies and exclusive opportunities.

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