Wealth Management
Our comprehensive strategy
Who we are
Your success is our success.
We are constantly developing our knowledge and improving our willingness to serve, never sacrificing integrity. We will guide each client to financial success in a stress-free relationship, honoring their accomplishments, dreams, goals and legacy.
Qualified Retirement Plans
Committed to you and your employees.
OmniStar is committed to your employees’ retirement. Building a plan that helps you retain top-tier talent is our priority. Our team of experienced professionals leverage their knowledge, along with sound investment principles, in order to help sponsors manage plans while driving results for employers who want efficient operations.
Second Opinion Solutions
Is it time for a second opinion?
Market volatility and economic uncertainty have increased the need for “sound risk management” and financial guidance. What is “well-diversified”? Am I on track for a successful retirement? Am I getting the right advice?
There has never been a better time for a second opinion on your Financial Wellness Plan. OmniStar Financial Group’s Second Opinion Solutions™ provides a detailed look at critical factors for investing and wealth management planning. You deserve to know, and we can help.
Testimonials
What Clients Say About Us
I became a stockbroker in 1968 when the DJIA was approaching 1000 for the first time. … It was a great ride, but when I retired I wanted to play golf and travel, not invest with stocks. I found a money manager to handle my retirement plan and my wife’s stock account. I was looking for market expertise and to take advantage of selling options to generate income. Few offer this genre. My wife and I are extremely pleased with our manager OmniStar Financial [Group] in Wilmington, NC. Now I can relax when I’m making a 3’ putt.
I’m so grateful for your involvement in my parents’ lives – it’s made a world of difference.
My brother and I have done our best to create a solid financial plan, but without you there as an expert resource, they wouldn’t be where they are today. We know that everything happens according to God’s plan. I just wish we had enlisted your wise counsel sooner!
Your positive attitude and valuable insights were exactly what was needed to boost their confidence during their time of transition.
This is excellent information and exactly what I need. Now I will be able to talk to my mother and sister and we can determine the best course of action. If we run into any additional questions or concerns, I will contact you.
I appreciate all that you and your firm do to help me financially.
We have changed to an independent financial planner & couldn’t be happier or more satisfied. We have annual in person meetings, our choice. Their technology & communication is awesome. No pressure techniques.
They adhere to your own risk assessment & goals. We love going there because Roger is a good & caring man, as well as the staff. Roger makes something I consider painful & uncomfortable less so by his professionalism, calmness, & sincere intent to help you.
Thank you so very much for your attentiveness to us. You go the extra mile, and we are thankful for all that you do for us.
*This statement has been provided by a current client. No compensation was provided to the client for posting this statement.
Our latest work…
Articles
Post Election Markets
Why Did the Market Rise Post-Election? Historically, markets tend to react more…
Market Update – November 15,2024
The euphoria of the election is slowing down, and the market has…
Market Update – November 8, 2024
The Presidential Election was front and center this week as the market…
The Benefits of Having a Financial Advisor
Navigating the complexities of personal finance can be daunting, but with the…
Market Update November 1, 2024
It has been a bumpy week for the market. Earnings season is…
The Stock Market and Election Years
During election years investors tend to be a bit more concerned about…
Market Update – October 25, 2024
Earlier this year OmniStar released an episode of Were Talking Money where…
The Cost of Golf
Recently I joined my childhood friends for our annual men’s weekend in…
Market Update – October 18, 2024
Recently while flipping channels, I came across one of my favorite movies,…
Bits & Pieces
Much like a curator ensures their museum provides an educational and entertaining…