Omega Wealth Management

What Omega Wealth Management does

Omega Wealth Management, LLC is a privately held, SEC-registered investment advisory firm founded in 1999 by Lisa Kirchenbauer and headquartered at 4501 Fairfax Drive, Suite 602, Arlington, Virginia. The firm operates as a boutique practice serving multi-generational families navigating complex wealth situations — including business owners, founders, executives, employees with concentrated equity compensation, women in wealth transitions, and families preparing heirs for inherited wealth. The team is small, with approximately six professionals led by Founding Partner Lisa Kirchenbauer, Partner Jared Jones (joined 2015, promoted to Partner in 2023), and Lead Advisor Davis Gardner (joined 2018, runs the Canopy program).

The core offering is built around the proprietary Wealth Protector Process, a four-phase methodology covering Discovery, Alignment, Advanced Planning & Implementation, and ongoing Monitoring & Fine-Tuning, which integrates financial planning, investment management, tax coordination, estate strategy, and legacy planning into a single human-centric engagement. The firm operates on a fee-only registered investment adviser model with an innovative fee structure that separates comprehensive financial planning from investment management, allowing families with primarily illiquid wealth to engage without moving assets under management. Technology delivery is built entirely on third-party platforms — eMoney for the client portal and net worth tracking, SEI Client Connect for managed account access, and Schwab Alliance for custodial account access — rather than proprietary systems. Multi-generational continuity is reinforced through the Canopy program, which provides education and advisory services to the adult children of existing clients.

The firm's go-to-market is relationship-driven and community-led: content marketing through the Navigating Wealth blog and monthly newsletters, sustained earned media coverage (Newsweek, Washingtonian, Money.com, Northern Virginia Magazine, Kiplinger, Barron's), and active leadership in the Financial Planning Association position the firm with affluent families in transition. Pro bono engagements with After Innocence and the Arlington Free Clinic, alongside B Corp certification since February 2023, reinforce a values-aligned brand. Revenue is generated through recurring advisory fees on managed assets and standalone planning fees, with no disclosed pricing tiers or revenue; the firm has not raised external funding and has made no acquisitions.

Name

Omega Wealth Management

Legal name

Omega Wealth Management, LLC

Website

https://omegawealthmanagement.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Omega Wealth Management is a boutique, fee-only SEC-registered investment advisory firm in Arlington, Virginia, serving multi-generational families with integrated financial planning, investment management, tax, estate, and legacy services through its proprietary four-phase Wealth Protector Process.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAAAAJ

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory
• Multi-generational wealth
• Estate planning services

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fee-only registered investment advisor model separating comprehensive wealth management and financial planning from investment management services

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Omega Wealth Management is a boutique fee-only SEC registered investment advisor that provides comprehensive wealth management and financial life planning to multi-generational families. Its core offering combines financial planning, investment management, tax coordination, estate strategy, and legacy planning, delivered through a proprietary four-phase Wealth Protector™ Process and supported by a fee-only model that separates planning from investment management to accommodate clients with illiquid wealth.

Product overview

Omega Wealth Management is a boutique financial advisory firm offering a unified wealth management service built around its proprietary Wealth Protector™ Process. The core offering combines financial life planning, investment management, tax coordination, estate strategy, and legacy planning for multi-generational families. These services are delivered through a fee-only model that separates comprehensive planning from investment management, accommodating clients with illiquid wealth. Three client-facing portals — OWM eMoney Client Portal, SEI Client Connect, and Schwab Alliance — provide account access, net worth tracking, and document sharing. The Canopy Program extends services to the adult children of existing clients, creating a multi-generational service thread.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Protector Process A four-phase human-centric planning methodology guiding multi-generational families through discovery, alignment, advanced planning and implementation, and ongoing monitoring. It integrates tax planning, financial planning, investment management, and legacy planning into a unified strategy.
• Comprehensive Financial Planning (Fee Model) Comprehensive financial life planning separated from investment management. Omega's unique fee model allows families whose wealth is primarily illiquid (private business, real estate, pre-liquidity equity) to engage for full-scope planning—including tax coordination, estate strategy, family dynamics, and transition planning—without requiring assets to be liquid or under Omega's management.
• Canopy Program A program for adult children of Omega clients in early-to-mid career stages, providing education, empowerment, and guidance on the human and financial dimensions of wealth. Part of Omega's multi-generational planning approach.
• OWM eMoney Client Portal Client portal for reviewing overall net worth and securely uploading documents. Also referred to as the 'Omega client website' or 'Omega portal.' Clients save documents intended for Omega access in the 'Shared' document folder in their vault.
• SEI Client Connect Client portal providing access to SEI accounts and statements, including transactions, holdings, and performance data.
• Schwab Alliance Client Access Client portal for accessing Schwab accounts and statements, including transactions and holdings.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Eight partnerships are on record, tiered core and minor.

• Financial Planning AssociationcoreStrategic or Co-development PartnerActive leadership involvement on local and National boards of FPA. Lisa Kirchenbauer served in leadership positions. Jared Jones served on FPA National Capital Area board for five years.
• Sudden Money InstituteminorStrategic or Co-development PartnerFounder Susan Bradley's Sudden Money Institute provides framework referenced in Omega's liquidity event planning approach.
• After InnocenceminorStrategic or Co-development PartnerNonprofit supporting exonerated prisoners. Jared Jones provides pro bono financial planning to help exonerees rebuild financial lives.
• eMoneycoreTechnology or IntegrationClient portal platform for reviewing overall net worth and securely uploading documents. Also known as Omega client website/portal.
• SEI Client ConnectcoreTechnology or IntegrationPlatform for accessing SEI accounts and statements including transactions, holdings and performance.
• Schwab AlliancecoreTechnology or IntegrationCustodial platform for accessing Schwab accounts and statements including transactions and holdings.
• Arlington Free ClinicminorStrategic or Co-development PartnerLisa Kirchenbauer serves on the Arlington Free Clinic Board.
• St. John's Lafayette SquareminorStrategic or Co-development PartnerLisa Kirchenbauer serves as head of Investment and Planned Giving Committees of her church.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• CAPTRUST Financial Advisors: Large independent RIA offering investment management and financial planning to HNW families, endowments, and institutions. Comparable in fee-only RIA structure and integrated planning focus, but with a substantially broader institutional and corporate client base than Omega.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth planning, investment management, and retirement services to individuals and families. Comparable to Omega in integrated planning for HNW households, but operates at vastly greater national scale.
• Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and family office services to HNW and ultra-HNW families. Comparable to Omega in integrated multi-generational planning and fee-only positioning, but operates at significantly larger scale across multiple geographies.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, estate, and financial planning services to HNW families. Comparable as a fee-only RIA serving multi-generational households, but at vastly greater scale and broader service breadth than Omega.

Direct peers

• Carson Wealth (Carson Group): RIA platform supporting financial advisors serving multi-generational families with holistic planning, including sudden wealth, retirement, and legacy services. Comparable to Omega in target segment (multi-generational families, HNW clients) and fee-only wealth management focus, with a larger advisor network.
• Bahl & Gaynor: Boutique investment counsel firm serving HNW individuals, families, and institutions with concentrated wealth management and dividend-growth investing. Comparable as a high-touch boutique serving wealthy founders, executives, and multi-generational families, though with a stronger investment-management orientation than Omega's life-planning emphasis.
• Modera Wealth Management: Boutique fee-only RIA serving HNW individuals and multi-generational families with comprehensive financial planning, investment management, and tax services. Comparable to Omega in size, fee-only model, integrated planning philosophy, and family-office-style service delivery.
• Buckingham Strategic Wealth: Fee-only RIA specializing in evidence-based financial planning and wealth management for HNW individuals and families. Comparable to Omega as a fee-only, planning-first boutique RIA, though Buckingham emphasizes academic evidence-based investing versus Omega's human-centered life planning.

Regional players

• Concentric Wealth Management: Boutique RIA providing fee-only wealth management and financial planning for HNW individuals, families, and business owners. Comparable to Omega in boutique fee-only positioning and multi-generational client focus, though primarily concentrated in the Pacific Northwest.

Emerging players

• Facet Wealth: Digital-first hybrid RIA combining technology-driven planning tools with credentialed CFP advisors for HNW clients. Comparable as a planning-forward RIA serving HNW households, but competes via a tech-enabled, lower-fee model that challenges boutique fee-only firms like Omega.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCos5Uzrq5gLTWFD1il5p95g
• Facebookfacebook.com/omegawealthmanagement
• LinkedInlinkedin.com/company/omega-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Omega Wealth Management