Arax Investment Partners, a national wealth management company, has acquired Omni Financial Advisory Group, a boutique financial advisory practice headquartered in Poughkeepsie, New York.
Founded by Gregory Bayer more than 30 years ago and built as a multi-generational family practice, Omni Financial has earned a reputation for delivering highly personalized investment management and financial planning to high-net-worth individuals and families. Today, Gregory is joined by his son, Braedon, CFP® practitioner, and daughter, Reilly, Client Service Coordinator. The Bayer family works together to ensure that clients benefit from the relationship-focused approach that has proven impactful over decades, while infusing their advisory practice with fresh perspectives and maintaining continuity across generations.
Designed to meet the unique financial needs and goals of its clients, Omni Financial’s culture, built on trust, excellence and seamless client service, broadens Arax’s reach amid its rapid expansion across the country.
Omni Financial will join Arax Advisory Partners (“AAP”), Arax’s home uniting top-tier wealth management providers focused on specialized services, investment advice and financial solutions for high-net-worth families, individuals and institutions.
“Partnering with Arax prepares us for sustainable long-term growth, expanding our offerings and capabilities without losing touch with the core values that have defined this firm for decades,” said Gregory Bayer. “We’re excited to enter the next chapter for our family’s business, supported by the opportunities this partnership creates for the future of our practice.”
“Welcoming Omni Financial to our firm is both a validation of the business we are building and a reflection of the strength of our model,” added Haig Ariyan, CEO of Arax Investment Partners. “Firms like Omni Financial represent exactly the kind of advisors we seek to partner with, teams that have built strong reputations, deep client relationships and sustainable businesses. Omni brings a legacy of expertise and integrity that resonates with our core values, and we’re pleased to welcome the team to Arax.”
The partnership further strengthens Arax’s presence in the Northeast and underscores the firm’s continued momentum as it expands its network of advisor-led firms across the country.
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