wiseradvisor

Paul Daly
OMH Partner Group, Inc.

Tel: (630) 510-3126
999 North Main Street
Suite 106-D
Glen Ellyn, IL 60137

Protect, Manage, Educate...Investment Navigation

OMH Partner Group, Inc. | Financial Advisor in Glen Ellyn ,IL

About OMH Partner Group, Inc.

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial world. We utilize The Financial ABC's of Retirement Planning Model which is a balance approach to investing.

OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk. Licensed to provided financial services and insurance products for the State of Illinois.


General Information

Firm Start Year:   1999
Name of Custodial Firm:   TD Ameritrade Institutional
Number of Years with Current Firm:   25
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Flat Fee


Education

BS Degree with a Major in Economics and Marketing - Economics and Marketing  Western Illinois University - Macomb, IL
August 1987-June 1991



Faqs

  • What services do you provide? What are your specialties? OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, overall retirement planning/investing, and creating income plans. We help our clients with IRA, 401K, Simple SEP, and 403b rollovers. OMH Partner Group also has professional relationships with both tax and legal experts and can use them when needed.
  • What is your experience? How many clients do you currently manage? Paul has been in this industry for over 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and Investment Advisor Representative. Paul earned a Bachelor's degree from Western Illinois University with a Major in Economics and a Minor in Marketing.
  • Why should I choose you as my financial advisor? OMH Partner Group utilizes a process oriented approach verses the Wall Street model of transactional. It focuses on protecting principle and managing risk. It is more connected with Main Street and a balance approach to investing.
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Disclaimer

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. BCM and OMH Partner Group are independent of each other. Insurance and Annuity products are sold separately through OMH Partner Group, Inc. Nothing contained in our website, or any correspondence is intended to provide tax or legal advice. Consult with your tax advisor and/or legal counsel for suitability regarding your specific situation. Hypothetical or historical rates of return are not a guarantee of future results.

Paul Daly

Paul Daly

Paul Daly is the Principle and President of OMH Partner Group, Inc. located in Glen Ellyn, IL. Paul has been in this industry for over 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and Investment Advisor Representative. Paul earned a Bachelor's degree from Western Illinois University with a Major in Economics and a Minor in Marketing.

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My Services

Financial Advice & Consulting

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's turbulent and volatile financial world that we live in today. It is a comprehensive planning strategy that is very different than the typical approach you may have been used in the past.


Financial Planning for Individuals

Paul has been working with clients for years brings real world experience. We utilize a balance approach to investing. OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, variable annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk for both accumulation and also income distribution.


Portfolio Management

Paul is an investment advisor representative of Brookstone Capital Management. Brookstone Capital Management understands the importance of a tactically managed accounts. They have many different models and strategies that we can use to build out an effective case design for that piece of the portfolio.


Communities Served

Illinois with a focus on Dupage County and surrounding areas.

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