Dakota
Dakota
Book a Demo
Talk to an Expert

Omni Financial Advisory Group

EST. AUM
$170,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website omnifinancialadvisory.com
Client types

Overview

Omni Financial Advisory Group is a boutique Registered Investment Advisor headquartered in Poughkeepsie, New York. Founded over 30 years ago, the firm operates as a multigenerational family practice specializing in personalized investment management and financial planning for high-net-worth individuals and families. In March 2026, the firm was acquired by Arax Investment Partners, joining the Arax Advisory Partners platform. The firm’s core approach is built on a "Life Enrichment" philosophy, focusing on long-term client advocacy and integrated wealth solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy