TJB Financial Services, Inc.

What TJB Financial Services, Inc. does

TJB Financial Services, Inc., doing business as Omnica Wealth, is a privately held financial advisory and wealth management practice founded in 1993 and headquartered at 180 Glastonbury Blvd, Suite 200, Glastonbury, CT. The firm delivers comprehensive financial planning services to high-net-worth individuals and families, with secondary focus areas in retirement planning and multigenerational/legacy planning. Its service suite spans retirement planning, tax planning, investment management, and wealth transfer/legacy planning, delivered through a team of specialized advisors each focused on a distinct domain (investments, retirement, legacy), allowing the firm to position itself as "all-encompassing" (the meaning behind "Omnica").

The firm operates on a fee-based, human-relationship-driven business model, with revenue generated through financial advisory and wealth management engagements rather than disclosed transaction commissions. It is sales-led and acquires clients primarily through direct advisory relationships, supplemented by a website-based content marketing channel (articles, market updates, financial calculators) hosted on the FMG Suite platform and tracked via Google Analytics. Securities and advisory services are offered through a core partnership with Commonwealth Financial Network, a registered investment adviser and broker-dealer (Member FINRA/SIPC), which provides the regulatory, compliance, and product infrastructure that the practice relies on to operate.

The firm has a headcount of 1–10 employees, serves clients in a single geographic market (Connecticut), and has been operating continuously for over 35 years. There is no disclosed proprietary technology, no AI/ML capabilities, no patents or trademarks, no funding history, and no M&A activity to date. Current strategic activity is focused on advisor recruitment and a succession partnership program under which the firm serves as a continuity partner for retiring advisors and other firms seeking to transition their books of business — signaling intent to grow AUM and headcount through tuck-in acquisitions of client relationships.

Name

TJB Financial Services, Inc.

Legal name

Omnica Wealth

Website

https://tjbfinc.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

TJB Financial Services, Inc. (DBA Omnica Wealth) is a privately held, Connecticut-based financial advisory practice founded in 1993 that delivers comprehensive wealth management, retirement, tax, and legacy planning services to high-net-worth individuals and families through a small team of specialized advisors.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Retirement planning services
• Financial advisory services
• Investment management services
• Legacy planning services

Headquarters

HQ city

East Granby

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Revenue generated through financial advisory and wealth management services, likely through fee-based arrangements or AUM-based fees. Services include retirement planning, tax planning, investment management, and multigenerational legacy planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

TJB Financial Services, Inc. (doing business as Omnica Wealth) is a financial advisory and wealth management practice that delivers personalized financial planning services through a team of specialized advisors. The firm offers retirement planning, tax planning, investment management, and multigenerational/legacy planning to high-net-worth individuals and families, with securities and advisory services executed through Commonwealth Financial Network as its RIA-Broker/Dealer partner.

Product overview

Omnica Wealth is a financial planning and wealth management advisory firm offering a comprehensive suite of services delivered through a team of advisors. The firm operates on a platform-plus-services model, providing core financial advisory offerings including retirement planning, tax planning, investment management, and multigenerational legacy planning. Additional resources include financial calculators and educational content. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Commonwealth Financial NetworkcoreStrategic or Co-development PartnerSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth serves as the firm's RIA-Broker/Dealer partner, providing regulatory infrastructure and securities services alongside the advisory services offered by Omnica Wealth.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Carson Group: Large RIA wealth management platform that actively recruits and acquires advisory practices, including advisor succession transitions. Operates a partnership/affiliation model very similar to Omnica's 'succession partner' positioning.
• Wealth Enhancement Group: RIA consolidator that acquires independent wealth management firms and offers comprehensive planning services. Comparable on advisor-recruiting/acquisition model and service breadth.
• Glenmede: Wealth management and investment firm focused on HNW families, foundations, and endowments, offering multigenerational planning and estate services. Closely comparable on HNW, legacy, and trust-oriented services.
• Buckingham Strategic Wealth: RIA providing fee-only comprehensive financial planning for HNW individuals and families, with active succession and advisor-acquisition strategy. Strong overlap in service mix and client segment.
• Aspiriant: National, HNW-focused RIA delivering comprehensive wealth planning, tax, and legacy services. Highly comparable on client profile, service breadth, and recurring-fee model.
• Mariner Wealth Advisors: Independent, HNW-focused wealth advisory firm offering comprehensive financial planning, tax, estate, and investment management services. Directly comparable on service breadth and target client as Omnica Wealth.

Broad incumbents

• Commonwealth Financial Network: The registered broker-dealer/RIA under which Omnica delivers securities and advisory services. Comparable as the incumbent institutional infrastructure layer enabling Omnica's practice model.
• Fisher Investments: Large, well-known investment-advisory firm serving HNW investors with portfolio management and wealth planning. Overlaps on investment management and HNW targeting at much larger scale.
• Edelman Financial Engines: Large-scale wealth management firm combining advisor-led planning with digital tools. Comparable on comprehensive financial planning for HNW and retirement-focused clients, but at materially greater scale.
• Cetera Financial Group: Independent broker-dealer and RIA network supporting affiliated financial advisors with custody and advisory infrastructure. Comparable as the institutional platform layer serving independent advisors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 TJB Financial Services, Inc.