About Us

Our Story

The name "Omni Financial" originates from a unique compliment. A client once remarked to founder Gregory Bayer that he felt "omnipresent" due to his constant dedication and availability. Inspired by this observation, Gregory renamed the firm to reflect this level of commitment. Over the past 30 years, Gregory has built a strong foundation, recruiting a loyal client base and establishing a reputation for trust and excellence.

Our Evolution

As the firm grows and evolves, the next generation is stepping in to continue the legacy. Reilly and Braedon bring fresh perspectives and innovative ideas, ensuring that the firm remains at the forefront of the financial advisory industry. This transition marks a new chapter, one that combines the wisdom of experience with the energy of youth, all while maintaining the core values that have defined the firm for decades.

Our Values

Honesty and integrity are the bedrock of our practice. Clients appreciate the deeply embedded sense of care that is evident in every interaction. Listening intently to clients' needs, wants, and concerns, the aim is to make them feel heard and understood. By simplifying complex financial matters, clients are empowered to make informed decisions with confidence.

Our Reach

While based in Poughkeepsie, NY, the client base extends across the country, thanks to referrals and clients who have moved but maintained their relationship with the firm. This national reach is a testament to the trust and satisfaction that clients experience. The recent expansion into the Fort Lauderdale area marks an exciting step forward, aiming to serve the next generation.

Our Commitment

At the heart of everything is a commitment to treating clients like family. Each client receives personalized attention and tailored financial solutions, ensuring that their unique goals and aspirations are met. The firm is not just about managing money; it is about building lasting relationships and guiding clients through every financial milestone with care and expertise.