O'Meara Financial Group
- Company typePrivate
- Founded2001
- HeadquartersPonte Vedra Beach, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
O'Meara Financial Group firmographics
Firmographics- Name
- O'Meara Financial Group
- Legal name
- O'Meara Financial Group, Inc.
- Website
- https://omearafinancial.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
O'Meara Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Financial Planning–Led RIAsFinancial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth ManagersFamily Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite)Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth ManagersDiscretionary Portfolio Management (DPM)Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
Keywords
Where O'Meara Financial Group is headquartered
LocationHeadquarters
- HQ city
- Ponte Vedra Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
O'Meara Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: O'Meara Financial Group operates as a Registered Investment Advisor and Broker Dealer through LPL Financial. They provide discretionary asset management services, typically charging advisory fees based on assets under management (AUM) percentage. As an independent advisor with no proprietary products, they sit on the same side of the table as clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory services tailored to individual client needs and portfolio complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
O'Meara Financial Group product offering
Product offeringCore offering
O'Meara Financial Group is an independent financial advisory firm that delivers personalized wealth management, comprehensive financial planning, and discretionary investment management to individuals, families, and institutional clients. Core services encompass retirement planning, risk management, asset protection, investment management via a four-step discretionary process, estate planning, and tax minimization strategies, with specialized practices for retirement plan sponsors, schools, trusts, and foundations executed through LPL Financial.
Product overview
O'Meara Financial Group is an independent financial advisory firm that operates as a single-service practice rather than a platform-plus-modules architecture. The firm offers a suite of interrelated financial services anchored by comprehensive financial planning, investment management, and specialized advisory for institutional clients. Core offerings include a 4 Step Investment Management Process (delivered through discretionary asset management accounts via LPL Financial), supported by the WealthVision financial tracking platform. Client-facing services span individual financial planning (covering risk management, asset protection, investment management, estate planning, and tax minimization), institutional asset management for trusts and foundations, and school retirement plan coordination. All services are delivered through human advisors without a software product or developer API.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning A holistic financial planning service that takes a snapshot of the client's current financial position and uses sophisticated tools to build a custom strategy for achieving financial goals, including goal setting, risk management, tax minimization, retirement planning, and estate planning. Designed for individuals, executives, and families.
- Investment Management Objective fiduciary investment management for individuals and families, executed through a discretionary four-step process covering custom allocation, investment option review, ongoing portfolio monitoring, and proactive quantitative risk management.
- Institutional Asset Management Fiduciary asset management for trusts, institutions, and foundations including goal setting, fiduciary oversight, quarterly reviews, legislative updates, benchmarking, and administrative support.
- School Retirement Plans Retirement program coordination services for schools and educational institutions including fiduciary support, vendor search and selection, employee education, legislative updates, benchmarking, and administrative support.
- Estate Planning Advisory services to help individual clients build an effective estate plan as part of comprehensive financial planning.
- Tax Planning Review and execution of strategies for minimizing taxes as part of comprehensive financial planning for individual clients.
Companies that use O'Meara Financial Group
Customer profileSegments4 records
Ideal customer profiles2 records
O'Meara Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
O'Meara Financial Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreLPL Financial serves as O'Meara Financial Group's Registered Investment Advisor and Broker Dealer. This partnership provides access to institutional-scale resources, technology platforms, and compliance infrastructure while maintaining independence. LPL offers all the resources of a big firm without proprietary products, allowing O'Meara to operate as a true fiduciary on the same side of the table as clients. LPL supports approximately 32,000 financial advisors and services approximately $2.3 trillion in assets.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
O'Meara Financial Group competitors and assessment
Company assessmentDirect peers
- Savant Wealth Management: Savant is a fee-only independent RIA offering comprehensive financial planning, investment management, and tax services to HNW clients and institutions. Comparable mid-size independent-RIA structure with similar holistic planning emphasis.
- Ronald Blue Trust: Ronald Blue Trust is a fee-only RIA providing financial planning, investment management, and estate planning to HNW individuals and families. Comparable fiduciary, planning-led model targeting similar executives and HNW households.
- Private Ocean: Private Ocean is a mid-size independent RIA operating through LPL Financial, providing wealth management and financial planning to HNW clients. Most directly comparable because it shares the LPL custody platform, independent-RIA structure, and planning-led approach.
- Buckingham Strategic Wealth: Buckingham is a mid-size independent RIA providing fee-only financial planning and investment management to HNW individuals and institutions. Closely comparable in scale, service mix, and fiduciary positioning, making it the most relevant direct peer.
Broad incumbents
- Carson Group: Carson Group is a large independent wealth management firm and coaching community that partners with advisors using LPL Financial. Comparable because it follows the same independent-RIA-via-LPL model, but operates at vastly larger scale with hundreds of partner advisors.
- Edelman Financial Engines: Edelman Financial Engines is a large national independent RIA serving mass-affluent and HNW clients with planning and investment management. Comparable service model, but operates at much greater scale and offers digital advisory capabilities O'Meara lacks.
- Mercer Advisors: Mercer Advisors is a national independent RIA providing comprehensive wealth management, investment advisory, and family-office services. Similar holistic HNW service offering, but with substantially larger scale and broader geographic reach.
- Creative Planning: Creative Planning is a large national independent RIA serving HNW individuals and institutions with comprehensive financial planning and discretionary investment management. Comparable target clientele and service mix, but at much greater scale across all 50 states.
- Mariner Wealth Advisors: Mariner is a large independent RIA offering comprehensive financial planning, investment management, and institutional services to HNW clients. Similar fiduciary positioning and service breadth, but substantially larger AUM and advisor count.
Emerging players
- Facet Wealth: Facet is a tech-enabled hybrid RIA providing flat-fee financial planning and investment management to HNW households. Comparable target segment and planning-led positioning, but uses a digital-first delivery model rather than O'Meara's traditional one-on-one advisor model.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
O'Meara Financial Group social profiles
Digital presenceO'Meara Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
O'Meara Financial Group leadership team
Management profileNumber of profiles
Profiles3 records
O'Meara Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
O'Meara Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about O'Meara Financial Group
What does O'Meara Financial Group do?
O'Meara Financial Group is an independent financial advisory firm that delivers personalized wealth management, comprehensive financial planning, and discretionary investment management to individuals, families, and institutional clients. Core services encompass retirement planning, risk management, asset protection, investment management via a four-step discretionary process, estate planning, and tax minimization strategies, with specialized practices for retirement plan sponsors, schools, trusts, and foundations executed through LPL Financial.
Is O'Meara Financial Group a public or private company?
O'Meara Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was O'Meara Financial Group founded?
O'Meara Financial Group was founded in 2001. It employs 1 to 10 people.
Where is O'Meara Financial Group based?
O'Meara Financial Group is headquartered in Ponte Vedra Beach, United States, in the North America region.
How does O'Meara Financial Group make money?
One revenue line is on record: investment Advisory Fees.
Who are O'Meara Financial Group's main competitors?
Direct peers on record are Savant Wealth Management, Ronald Blue Trust, Private Ocean and Buckingham Strategic Wealth. Broad incumbents are Carson Group, Edelman Financial Engines, Mercer Advisors, Creative Planning and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player.
Does O'Meara Financial Group have an API?
No public API is recorded for O'Meara Financial Group.
What industry is O'Meara Financial Group in?
O'Meara Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.