Innovative Planning Tools
Get access to integrated tech and industry-leading planning tools for your practice.
Networking
The best career is one in which you're always learning. Our team attends industry conferences every year.
Administrative Support
Our processes are designed to make working easier and always support outstanding service.
Collaboration
Collaboration fuels our success. 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
Mostly, we make sure you’re empowered and resourced. 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 seamlessly continue the relationships you’ve built—guaranteeing the same level of care you’ve always provided.
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 ensures a smooth transition, giving you the confidence to know that your clients and business are in capable hands.
Collective Commitment
The most 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 help ensure your clients won't be 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.