Elliot Omanson didn’t start his career in a corner office. He started it in the U.S. Army, serving multiple tours in the Middle East. Those years shaped how he thinks, leads, and shows up under pressure. They also gave him a deep respect for responsibility, teamwork, and helping people when it matters most.

After his military service, Elliot transitioned into financial services. Watching his younger brothers build careers as investment advisors sparked his interest in the field. He earned his Series 7 and Series 66 licenses, along with Life and Health credentials, and joined Sage Financial Inc. There, he learned the fundamentals of financial planning and the importance of values-driven advice.

Over time, Elliot realized he wanted to build something bigger. Something more complete. He acquired Sage Financial Inc. and rebranded it as OWLFI Strategic Advisors. Under his leadership, OWLFI grew into a fully integrated firm offering financial planning, tax strategy, insurance, and legal coordination—all under one roof.

Today, Elliot serves as Managing Partner and CEO of OWLFI. He is known for his ability to explain complex financial ideas in clear, human terms. Clients trust him not just for strategy, but for perspective. He focuses on long-term thinking, smart structure, and protecting what people work hard to build.
Elliot also shares insights through podcasts and market updates, always with the same goal: clarity over confusion. His guiding belief is simple—play the long game, protect what matters, and build something that lasts.