OmniStar Financial Group, a North Carolina based wealth management firm, was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, independence and a commitment to unbiased planning and investment management. Providing expertly designed strategies, our firm is passionate about performance, integrity, and the best interest of those we serve.
Client Centric – Our firm combines expertise and the highest level of personalized service to build lasting client relationships. Unlike most wealth management firms, we design and manage our sophisticated suite of portfolios. We are not paid through commissions or transactions nor do we have any affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest.
Independent – By choice, we are free to recommend only those services that meet our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to design investment strategies solely on the merits of their characteristics and their suitability for each client.
Fee Based – Our fee-based platform removes all biases and paves the way for us to remain focused on the investment planning and wealth management needs of those we serve. In other words, our client’s interests are always ahead of our own.