Omega Capital Management LLC

Bringing CPA Expertise to Investment Advisory

Financial planner in New Albany, OH (show on map)

5.0

★★★★★

2 reviews

Omega Capital Management LLC offers comprehensive financial planning and investment advisory services with a focus on tax-free income and capital preservation.

Call (614) 705-1918

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About

Omega Capital Management LLC was established by the owner of The New Albany CPA Co to merge CPA expertise with investment advisory services. The firm specializes in comprehensive financial planning, tax-free income strategies, and personalized retirement solutions.

With a focus on capital preservation and growth, Omega Capital Management LLC assists clients in optimizing their investment portfolios, navigating employer retirement plans, and ensuring compliance with IRS regulations. The company serves clients nationwide, offering tailored advice for both personal investing and business retirement planning, including 401(k) setup and management.

CPA-founded investment advisory firm

Focus on tax-free income and capital preservation

Comprehensive 401(k) planning with tax credit assistance

Personalized client support including private client line and essential document management

Services

Personal Investing

Personal investing services with a focus on tax-exempt offerings, lower tax rates, and essential document management.

Private Client Line Tax Expertise for Investing Essential Documents

401(k) Services

Expertise in setting up, managing, and optimizing employer retirement plans with compliance and tax credit assistance.

Employer Plan Selection No Minimum Fees Tax Credit Calculations Safe Harbor Compliance RMD and Employer Matching Contributions Employee Education Resources Payroll Integration White Glove Service

Credentials & Certifications

Registered Investment Advisor

CPA

Reviews

Rating

★★★★★

Reviews

"Sara is professional, kind and extremely knowledgeable!"

Frequently Asked Questions

How do I preserve my capital? +

Using empirical data and extensive research, Omega Capital Management LLC develops strategies that preserve capital while maintaining a healthy growth rate.

Do my current investment types, quality levels, and fees align with my goals? +

The firm provides a portfolio analysis comparing risks, quality levels, fees, and growth rates to ensure investments align with client risk comfort and goals.

Which employer plan is right for my business? +

Omega Capital Management LLC assists businesses in selecting the most advantageous employer retirement plan based on entity type, employee count, and tax preferences.