Brent O’Mara, AIF®, CFS®
Co-Founder and Senior Wealth Advisor in Omaha, serving clients nationwide.
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Serving Clients Nationwide
Co-Founder and Senior Wealth Advisor in Omaha, serving clients nationwide.
Areas of Focus
- Financial Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Wealth Management
About Brent O’Mara, AIF®, CFS®
Hi, I'm Brent O'Mara, Co-Founder and Senior Wealth Advisor at WealthPlan Group in Omaha, Nebraska. I joined the firm in May of 2000 as a Wealth Advisor — the first position of my career in the industry — and have been with the practice ever since. In my own words: “Wow, did that work out. I landed my dream job the first time. How many people can say that?” How I work with clients I actively manage and monitor client investment portfolios, meeting regularly to tailor plans as circumstances and goals change. I work with both new and long-standing clients, and the part of the work I describe as most satisfying is finding a solution for a situation that does not have an obvious one. In the Community I chair Swing for Charity, which has raised more than $311,000 for the American Cancer Society, the Alzheimer’s Association, the American Heart Association, Angels Among Us, and PlaySmart. I also support the HOPE Center and Muscular Dystrophy causes. Outside the office My wife Erin and I have three children — Wyatt, Quinn, and Sloane. I hunt, fish, and golf.Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certified Fund Specialist (CFS)
Primary Location
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule a free introductory conversation to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About WealthPlan Group
Working with WealthPlan means having a trusted wealth management partner who understands your full financial picture. We take a deliberate, planning-first approach that integrates sophisticated, institutional-style investment strategies with thoughtful tax, estate, and risk planning.By coordinating every part of your financial life, we bring clarity to complex decisions and adapt as your goals evolve. Our process is collaborative, disciplined, and designed to support confident, long-term decision-making.
A Financial Team Built Around You
Each client relationship is led by a dedicated financial advisor who serves as your primary point of contact. That financial advisor is supported by a team of specialists across investments, tax planning, estate planning, and risk management. By coordinating expertise under one roof, we deliver clear, consistent advice and a seamless experience aligned with your full financial picture.
Vision and Values
We’re building a wealth management firm focused on doing the right thing, thinking long term, and earning trust through consistent, thoughtful advice. These values guide how we serve our clients and support one another.
▪️ Client-Centered Excellence
Our clients’ financial well-being is central to everything we do. That focus shapes how we advise, communicate, and act each day.
▪️ Results-Driven, Long-Term Focused
We measure success by the long-term outcomes we help our clients achieve rather than short-term wins. Every decision is made with durability, discipline, and purpose in mind.
▪️ Curiosity That Inspires Better Thinking
We believe continuous learning leads to better advice. By staying curious and open to new ideas, we challenge assumptions and adapt to an evolving financial landscape.
▪️ Empowering People, Driving Impact
We invest in our people and foster a collaborative environment where experience, accountability, and diverse perspectives contribute to better outcomes for our clients.
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Investment Advisory services are offered through WealthPlan Investment Management, LLC (“WPIM”). WPIM and WealthPlan Partners (“WPP”) are both registered investment advisors and subsidiaries of WealthPlan Group, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Volunteer Experience
Chair of Swing for Charity; supporter of the HOPE Center and muscular dystrophy causes.
Hobbies and Interests
- Family
- Fishing
- Golf
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
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