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OMNI WEALTH PLANNING, LLC
Omni Wealth Planning provides full-service financial planning for all, helping clients align their money with their morals and live life by design.
Overview
Omni Wealth Planning provides full-service financial planning for all, helping clients align their money with their morals and live life by design. The firm exists to provide quality financial advice to those often overlooked by the rest of the financial services industry. It focuses on education and flat-fee advice without products to sell or one-size-fits-all solutions, and works to move underrepresented communities toward wealth equity and economic literacy.
General information
Firm type
Multi Family Office
Year founded
2025
Location
City
West Lafayette
Principals
Khalil Williams
founder
Khalil Williams
RICP®, WMCP®
Frequently asked questions
Who manages the firm?
The specific principals of OMNI WEALTH PLANNING, LLC are not publicly named in accessible records. The firm is registered with the SEC as an investment advisor, which requires disclosure of key personnel on Form ADV, but those details are not available in this summary.
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