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Lisa Kirchenbauer, Founder & President, CFP® RLP® CeFT®

Omega Wealth Management, LLC
200 N. Glebe Road, Suite 730
Arlington Virginia 22203
703-387-0919
lisa@omegawealthmanagement.com
Q: What changes or innovations are on the horizon in your industry? How are you preparing for them?

A: Unfortunately, our industry has not been known for being very diverse. Men advisors still outnumber women 3 to 1, even after the 22 years I’ve been in business. In addition, people of color are even more under-represented. At Omega, we have taken this challenge seriously and have built a diverse team that is ready to serve a more diverse clientele and their needs.

We have also seen that clients no longer want to just talk about the numbers. They want to be seen as a person first, their money second. Our innovative, holistic approach and specialized training helps us meaningfully integrate our clients’ values, vision and wealth into a coordinated, inspiring financial life plan. Understanding how our clients are built, knowing their communication preferences, and helping them dovetail their deepest life dreams with their financial strategy makes our work much more meaningful and impactful.

Increasingly our clients are looking to align their values with their money through Environmental, Social Responsibility and Corporate Governance (ESG) criteria. They want to feel like their money is “doing well, while doing good.”

I sit on the national board of the Financial Planning Association and also serve on their Diversity and Inclusion Committee to try to positively impact those efforts within the financial planning profession. We welcome the opportunity to work with successful women executives and business owners as well as people of color who have been historically underserved.

Awards:
Washingtonian, Top Wealth Advisor 2019, 2021
Northern Virginia Magazine, Top Financial Professional 2018-2021
Arlington Magazine Winner, Best Financial Planner, 2019, 2021
Investment News, Women to Watch 2019