Broker Check

About Us

Changing Lives with Comprehensive Planning

OMNI Financial Services was founded to help clients get the most from their finances so they can focus more on what they’re passionate about. It’s our mission to provide clients with the expertise they need to build solid financial foundations and gain back their time and freedom. We believe in the work we do because we’ve seen firsthand how a financial plan can completely change someone’s life.

Gain Back Your Time

Gain Back Your Time

When you have a plan for your finances, you gain the time to focus more on the things you’re passionate about. At OMNI Financial, we help you build the financial foundations you need to reach your goals and do what you want in life.

Grow and Scale Your Business

Grow and Scale Your Business

Our specialty is scaling businesses - especially construction businesses - through every stage of operations. We help businesses grow and get maximum value from their efforts, ensuring growth into the future.

Our Offices

Fort Myers

Fort Myers





Core Values

Foundations built through education.

Education is central to all we do. We help you understand and take the next step toward the business and individual financial picture you dream of. 

Everything you need in one place.

Expect simplicity. Our relationships with other professionals make us efficient and streamlined for truly comprehensive financial solutions.

Actionable, hands-on consulting.

Our brand of financial consulting is sleeves-up, hands-on and practical. When it comes to your goals, we’re a true, working partner that pulls real weight.

Consistent and responsive service.

We want to have clients forever. Our advisors are consistent in their communication and truly care about providing the support clients need to succeed.

Our Financial Team

OMNI Business Planning & Guidance

OMNI Business Planning & Guidance

Stop running your business and start owning it. We help business owners create plans so they can focus less on finances and focus more on what matters.

*The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Our Services

Whatever your goals, OMNI Financial offers tools and techniques to help your future unfold with as few surprises as possible.

Explore Services

Who We Work With

We give our clients unmatched expertise, education and access to everything they need to gain the time and freedom to do what they want.

Our Audience

Our Team

Our team of dedicated professionals provides independent, unbiased and comprehensive advice that aligns with your goals.

Meet the Team