Elliott Omanson

CEO

Lenexa, Kansas

About Elliott Omanson

Elliot Omanson is the Managing Partner and CEO of OWLFI Strategic Advisors, a financial planning firm based in Lenexa, Kansas, serving clients across Kansas, Missouri, and nationwide.

Omanson served in the U.S. Army for three tours in the Middle East before entering the financial services industry. He joined Sage Financial Inc. as an Independent Investment Advisor Representative, earning Series 7, Series 66, and Life and Health licenses. He later acquired Sage Financial Inc. and rebranded it as OWLFI Strategic Advisors.

Under his leadership, OWLFI expanded to include OWLFI Tax and Accounting, OWLFI Insurance, and a formal partnership with the Law Offices of DD Clark. The firm provides lifestyle planning, retirement planning, business owner exit planning, tax minimization, Roth conversion planning, oil and gas deduction planning, estate and legacy planning, and investment planning.

Omanson hosts Murphy's Market Minute, the OWLFI Podcast, and Ride$hare. He holds a Series 7, Series 66, and Life and Health licenses and is listed on Forbes Councils.

Areas of Focus

Financial PlanningRetirement PlanningTax Minimization StrategiesEstate & Legacy PlanningBusiness Owner Exit PlanningInvestment Advisory

Career Background

OWLFI Strategic Advisors

Managing Partner / CEO

Lenexa, Kansas

Sage Financial Inc.

Investment Advisor Representative

Kansas

U.S. Army

COLT Chief

Media

Press

Elliot Omanson: Building Financial Clarity the Long Way

Elliot Omanson does not describe himself as a typical finance executive. He calls himself a communicator first. That mindset has shaped his entire career.

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Elliot Omanson Calls for Greater Financial Clarity and Long-Term Planning

Financial confusion is costing Americans more than just money-it is costing them confidence, control, and long-term security. Elliot Omanson, Managing Partner and Chief Communicator of OWLFI Strategic Advisors, is raising awareness about the growing need for financial clarity, long-term thinking, and better coordination across everyday financial decisions.

Read the full article ›

Licenses & Certifications

Series 7 License, FINRA

Series 66 License, FINRA / NASAA

Life and Health Insurance License

Boards & Memberships

Forbes Councils, Member (profile listed)

Frequently Asked Questions

What does Elliott Omanson do?

Elliott Omanson is the Managing Partner and CEO of OWLFI Strategic Advisors, a financial planning firm based in Lenexa, Kansas that serves clients across Kansas, Missouri, and nationwide. The firm offers lifestyle planning, retirement planning, business owner exit planning, tax minimization, Roth conversion planning, and estate and legacy planning.

What is Elliott Omanson known for?

Omanson is known for building OWLFI Strategic Advisors from Sage Financial Inc., which he acquired and rebranded, expanding it to include tax, accounting, and insurance services and a partnership with a law firm. He also hosts several media programs, including Murphy's Market Minute, the OWLFI Podcast, and Ride$hare, and has been featured in press coverage about financial clarity and long-term planning.

Where is Elliott Omanson based?

Elliott Omanson is based in Lenexa, Kansas.

Who does Elliott Omanson work for?

Elliott Omanson works for OWLFI Strategic Advisors, where he serves as Managing Partner and CEO.

Last updated March 31, 2026