Ronald Saul II, CFP® Omaris Financial, LLC

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About Ronald Saul II, CFP®

Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people and families as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.

Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.

Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.

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Ideal Clients

  • African Americans
  • Family Financial Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $300+/engagement
  • Assets Under Management: 0.75%

SEC Records

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