Omicron Advisors

Omicron Advisors

Ross Burnam started a tax and small business accounting firm shortly after graduating from University of Delaware. He later added a Personal Financial Specialist credential and a CFP designation, eventually partnering with his son Christian Burnam, who joined in 2006 after a stint in the investment industry. The firm operates as Omicron Advisors, a Registered Investment Adviser in Pennsylvania. Omicron Advisors constructs portfolios using index funds and ETFs, targeting global market exposure across equities, fixed income, and real assets. The firm explicitly avoids active stock-picking, citing Nobel Prize-winning economic theories on market efficiency and risk-return dimensions. Client portfolios are built to match individual volatility tolerance rather than chase outperformance. The team relies on low-cost, diversified vehicles and does not run concentrated direct stakes. The firm maintains a single office in Lancaster, Pennsylvania, with two professionals handling all advisory, planning, and tax work. Ross Burnam holds CPA/PFS and CFP designations; Christian Burnam holds CFP. The firm claims 35+ years of combined investment experience. They follow a fiduciary standard and operate under a fee-based RIA model. No recent operational events — such as hires, AUM changes, or new services — have been publicly disclosed. Omicron Advisors' differentiation lies in its tax core wrapped in an RIA structure. The firm sells no products and collects no commissions, positioning itself as an independent planner who couples tax preparation with portfolio management — a model that appeals to business owners and professionals who want one firm for both. Succession is already operational: father and son co-own the business, with Christian the likely successor.