Omega Wealth Management
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.
- Company typePrivate
- Founded1999
- HeadquartersArlington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
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.
Omega Wealth Management firmographics
Firmographics- 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
Omega Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Omega Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Arlington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Omega Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees: Fee-only registered investment advisor model separating comprehensive wealth management and financial planning from investment management services
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | — | Comprehensive wealth management and financial planning separated from investment management |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Omega Wealth Management product offering
Product offeringCore 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.
Companies that use Omega Wealth Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Omega Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
Omega Wealth Management partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Financial Planning AssociationcoreActive 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 InstituteminorFounder Susan Bradley's Sudden Money Institute provides framework referenced in Omega's liquidity event planning approach.
- After InnocenceminorNonprofit supporting exonerated prisoners. Jared Jones provides pro bono financial planning to help exonerees rebuild financial lives.
- eMoneycoreClient portal platform for reviewing overall net worth and securely uploading documents. Also known as Omega client website/portal.
- SEI Client ConnectcorePlatform for accessing SEI accounts and statements including transactions, holdings and performance.
- Schwab AlliancecoreCustodial platform for accessing Schwab accounts and statements including transactions and holdings.
- Arlington Free ClinicminorLisa Kirchenbauer serves on the Arlington Free Clinic Board.
- St. John's Lafayette SquareminorLisa Kirchenbauer serves as head of Investment and Planned Giving Committees of her church.
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
Omega Wealth Management competitors and assessment
Company assessmentBroad 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
Omega Wealth Management social profiles
Digital presenceOmega Wealth Management compliance and trust
Trust signalCompliance2 records
Omega Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Omega Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Omega Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Omega Wealth Management 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 Omega Wealth Management
What does Omega Wealth Management do?
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.
Is Omega Wealth Management a public or private company?
Omega Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Omega Wealth Management founded?
Omega Wealth Management was founded in 1999. It employs 1 to 10 people.
Where is Omega Wealth Management based?
Omega Wealth Management is headquartered in Arlington, United States, in the North America region.
How does Omega Wealth Management make money?
One revenue line is on record: advisory Fees.
Who are Omega Wealth Management's main competitors?
Broad incumbents on record are CAPTRUST Financial Advisors, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Direct peers are Carson Wealth (Carson Group), Bahl & Gaynor, Modera Wealth Management and Buckingham Strategic Wealth. Concentric Wealth Management is listed as a regional player. Facet Wealth is listed as an emerging player.
Does Omega Wealth Management have an API?
No public API is recorded for Omega Wealth Management.
What industry is Omega Wealth Management in?
Omega Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.