Omega Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn’t enough.

We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live.

Omega Wealth Management was founded by Lisa A.K. Kirchenbauer, a pioneer in the financial life planning and financial transition industry. We have been helping our clients to discover their true strengths since 1999.

Find Omega Wealth Management employees' phone numbers or email addresses

Omega Wealth Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Asia
3

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  • United Arab Emirates
    2
  • India
    1

Europe
1

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  • Switzerland
    1

Omega Wealth Management's Leadership

  • Stylized image of a person
    H. B. A.
    Managing Partner
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  • Stylized image of a person
    A. M.
    Director Of Operations, Compliance & Technology
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    D. G.
    Lead Advisor
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    C. M.
    Office Manager/Administrative Assistant
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  • Stylized image of a person
    I. P.
    Manager
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    J. J.
    Senior Advisor
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  • Stylized image of a person
    E. O.
    Client Service Specialist
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  • Stylized image of a person
    K. R.
    Associate Financial Planner
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Contact profiles from Omega Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. B. A.
    Managing Partner
    Phone icon
    SwitzerlandGeneva
    Aug 01, 2024
  • Stylized image of a person
    A. M.
    Director Of Operations, Compliance & Technology
    Phone icon
    Sep 30, 2025
  • Stylized image of a person
    D. G.
    Lead Advisor
    Phone icon
    United StatesVirginia
    Nov 12, 2025
  • Stylized image of a person
    C. M.
    Office Manager/Administrative Assistant
    Phone icon
    United StatesNorth Carolina
    Jul 27, 2024
  • Stylized image of a person
    I. P.
    Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. J.
    Senior Advisor
    Phone icon
    United StatesVirginia
    Sep 26, 2024
  • Stylized image of a person
    E. O.
    Client Service Specialist
    Phone icon
    Mar 06, 2025
  • Stylized image of a person
    K. R.
    Associate Financial Planner
    Phone icon
    United StatesVirginia
    Jun 25, 2025
  • Stylized image of a person
    S. K.
    Associate Financial Advisor
    Phone icon
    United States
    Mar 11, 2025

Frequently Asked Questions

What is Omega Wealth Management known for?

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Omega Wealth Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 4501 Fairfax Dr, Suite 602 Arlington, Virginia 22203, US; you can contact the main corporate office by phone at . Explore Omega Wealth Management's company overview page for more information.

What is Omega Wealth Management's most common email format?

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Omega Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Omega Wealth Management email formats with LeadIQ.

How many employees does Omega Wealth Management have currently?

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Omega Wealth Management has approximately 14 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Omega Wealth Management's key employees and leadership?

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As of October 2025, Omega Wealth Management's key employees include:

  • Managing Partner: H. B. A.
  • Director Of Operations, Compliance & Technology: A. M.
  • Lead Advisor: D. G.
  • Office Manager/Administrative Assistant: C. M.
  • Manager: I. P.

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