Comprehensive Planning Tools
Get access to integrated tech and industry-leading planning tools for your practice.
Networking
A rewarding career is one in which you're continually learning. Our team attends industry conferences every year.
Administrative Support
Our processes are designed with a goal to make working easier and support quality service.
Collaboration
Collaboration fuels our performance. Work days go differently when you're part of a team that values teamwork, knowledge sharing, and shared goals.
Culture
We're building something greater than ourselves: a 35-year legacy that benefits our clients, our team, their families, and the well-being of us all.
Some Other Perks
Mainly, we help equip you with the resources and support you need. But little luxuries—an in-office snack bar, team outings, the occasional catered lunch—don’t hurt either.
Succession Support
You’ve been devoted to your clients for decades. Even in your retirement, you can keep their best interests at heart. We’re here to help continue the relationships you’ve built while maintaining a focus on the personalized care your clients have come to expect.
Exit Strategy
We provide admin support and long-term succession support for advisors who want to take a step back from running a practice. This approach is designed with a goal to support a thoughtful transition, helping provide continuity for your clients and business.
Collective Commitment
The more common concern we hear from retiring advisors is concern for their clients. We’re right there with you. At Omnica, customer service is a forever value.
Shared Values
Do what you can to avoid your clients being left to an aggregator where they'll become "just a number.”
Here for Good
We're a large enough firm with a long enough legacy for you to see that we have sticking power.