Who We Are
About OMADA
OMADA is the Greek word for TEAM, embodying our approach to every relationship. As our clients began to grow, so did we. During this journey, we recognized several recurring problems our clients’ experienced as their incomes increased. Although they had assembled a team of professionals, these experts operated in isolation without effective communication on the comprehensive plan. This lack of coordination often resulted in suboptimal outcomes. The second issue we identified was the absence of a proactive approach to tax planning among these professionals. This is where OMADA comes into play. We not only quarterback seamless communication among these experts but also play a central role in proactive tax planning. We synergize the collective knowledge of these professionals to optimize your OMADA Wealth Plan.
Our Journey
Motivated by a shared passion for serving people, Bryan and Brennen Newton established OMADA. Recognizing that blending financial expertise with a commitment to service would positively impact clients’ lives, they chose the financial services industry. Embarking on this journey, they were fortunate to have supportive mentors and gained unique exposure to high-level planning strategies. After working with clients at a captive agency for a few years, it became evident that the complexity of their clients’ needs was increasing. To better address these evolving needs, they sought ways to enhance flexibility and broaden their services, ultimately leading them to join an independent RIA. This shift proved to have significant benefits for both clients and OMADA, allowing them to prioritize client situations and needs without the common restrictions and limitations of the financial planning industry. They could now focus on the clients they could impact the most: entrepreneurs, medical professionals, and high-income households. This newfound freedom also enabled them to collaborate with other high-level professionals, fostering valuable relationships to further address the diverse needs of their clients. The Newton brothers built OMADA to evolve, grow, and adapt to the ever-changing financial needs of their clients.
Our Leadership Team
Bryan and Brennen Newton have combined their skill sets to create and lead OMADA.
Brennen Newton
Owner
Bryan Newton, MBA
Owner