ABOUT OMEGA FINANCIAL GROUP
Guiding Your Wealth Through
Thoughtful + Innovative Investing
In a world of financial complexity, Omega Financial Group 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.
Praxis
Bridging academia and practice, Omega Financial Group pioneers financial advancements that elevate the wealth journey for every family we serve.
Legacy Planning
Preserve your wealth and leave a lasting legacy for the next generation that aligns your values and vision.
Global Services
Navigating global complexities, Omega Financial Group crafts bespoke strategies that empower families to thrive in an interconnected world.
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.
