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About Us

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A Bit About Us

New & Established

Founded in 2021 and backed by over 10 years of experience, Omaris Financial, LLC is an independent registered investment agency. Our Advisor is a CERTIFIED FINANCIAL PLANNER™ and carries FINRA series 7 and 65 licenses.

Driven by an idealist mission and vision

Our mission is Expanding the Opportunity for Financial Security and Generational Wealth for All, and we mean it. We want to equip the now generation with the tools to build financial flexibility.

Black Owned and Operated

We are a 100% black owned business with a drive to deliver high quality financial services resources to underserved communities.

Your Advisor

Ronald Saul II, CFP®

Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.

Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.

Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.

important things you should know

Frequently Asked Questions

Deciding if you need a financial advisor or should do it yourself is a big decision. Are you able to allocate the appropriate attention to your financial decisions given life’s demands on your time? Do you have all the information needed to make the most informed decisions?  You must consider if you have the time, ability or willingness to address all your financial needs on your own. If not, then working with a financial advisor can help you with reaching financial security and accomplishing your goals. Schedule a free consultation to determine if working with a financial advisor will be a value add for you.

CERTIFIED FINANCIAL PLANNER™ certification has been the highest standard of excellence for financial planners. CFP® professionals must meet extensive training and experience requirements to use this designation. In addition, they must commit to the CFP Board’s ethical standards which require them to put their clients’ interests ahead of their own. This is not a requirement for being a financial advisor, nor do they have to work in a fiduciary capacity.

Since your financial planning needs and interests can change over time, we look to establish an ongoing relationship with you to make sure that our recommendations and strategies are optimized towards your needs and goals. If that ongoing relationship is not required but our help is still needed, we can work with clients on a project basis. 

You can learn more about how we work with you here.

Once we have put your financial plan into action, we will be continually monitoring your performance and making timely adjustments, and we will hold ongoing meetings with you at least annually. These follow up meetings are meant to review your financial situation and make sure that the recommendations are still working as intended for you. It is also a great way to determine if your goals have changed, and identify where we would need to adjust our recommendations.

We are a fee-only financial advisor firm. This means that we are compensated at a set rate for the services provided, or assets being managed, and not by commissions for products or due to trading activity in your portfolio. This helps to reduce potential conflicts of interest, and to ensure that we are providing objective options to achieving your financial goals.

Yes. We view this ongoing relationship with you as a partnership to ensure that you remain on track to your financial goals. We also customize our financial planning to what is right for you. This includes what is comfortable, what is important to you in your unique situation, and what your preferences are.

No, at Omaris Financial, we strive to expand our services to underserved communities. To accomplish this, we do not require a minimum amount of assets to work with us. We can work with clients of varying financial situations, and we create customized plans to fit your needs.

Ready to start Your Financial Journey?

Let's begin laying out the path to your financially flexible future with a 30 minute introductory call. We will get acquainted and ensure that we are the right fit to be your trusted financial advisor.