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Philosophy
Omega is the point to which all life is evolving –
not the end, but rather, the ultimate.
At Omega Wealth Management, we are committed to your life not just your money. We recently changed our company name from Kirchenbauer Financial Management and Consulting to reflect our corporate evolution along the life wealth planning continuum. We are dedicated to fully understanding what’s most important to you and to creating a plan and investment strategy that reflects it. We help you explore and identify your fundamental values and passions in life and guide you through an ongoing process to help you live with less regrets.
Omega Wealth Management is dedicated to:
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Building your financial resources and knowledge
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Helping you maintain and enjoy your financial freedom
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Empowering you to live a satisfied, fulfilled and inspired life
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Working with you to create a coordinated team of advisors (financial, legal, accounting, insurance, real estate)
Our Life Planning Approach
At Omega Wealth Management, we embrace a more holistic method of financial planning known as Financial Life Planning.
Financial Life Planning is a financially effective and personally rewarding approach to creating a viable, long-term financial plan. We strive to understand your most profound life goals through a thoughtful discovery process. We then build a financial plan around your core dreams and goals.
This process can be an opportunity for great personal (and professional) growth. We use a multi-step process called EVOKE® developed by the Kinder Institute of Life Planning as well as the teachings of the Sudden Money Institute. Lisa Kirchenbauer, president of Omega Wealth Management has been trained and mentored in the use of these processes and continues to hone her skills in these and other areas.
 Learn more about Our Solutions.
Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States. Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your tax, legal, insurance and real estate advisors.
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