Whether you’re managing a private medical practice, launching a health tech company, operating a long-term care facility, or overseeing a growing hospital network, our team of in-house professionals—including CPAs, financial planners, business consultants, tax attorneys, and risk management experts—works as an extension of your leadership team to help you plan with precision, act with confidence, and grow with resilience.
With profit margins under pressure and payer contracts constantly shifting, your financial strategy needs to be dynamic, data-driven, and resilient. OMNI 360 Advisors offers tailored financial services to help you gain visibility into cash flow, reduce overhead, and plan for sustainable growth.
Our financial services for health care companies include:
Let us help you implement financial strategies that support today’s needs and tomorrow’s ambitions.
→ Schedule your financial strategy session today.
Health care organizations operate under some of the most stringent legal and compliance standards in the country. At OMNI 360 Advisors, our legal professionals offer comprehensive compliance and advisory services to help you manage risk, protect your practice, and ensure full alignment with local, state, and federal regulations.
Our legal advisory services include:
Avoid costly penalties and reduce your legal exposure with proactive legal insight.
→ Connect with our legal advisors for a confidential consultation.
Efficient operations are the backbone of any high-performing health care business. OMNI 360 Advisors helps clients evaluate their infrastructure, identify bottlenecks, and implement streamlined systems that enhance both patient care and profitability.
We assist with:
Whether you’re scaling a practice or improving daily efficiency, we bring clarity and structure to complex challenges.
→ Learn how our practice consulting can transform your operations.
Risk in the health care sector goes far beyond malpractice—today, it includes cybersecurity, billing integrity, audit readiness, and more. OMNI 360 Advisors helps health care leaders mitigate risk through a comprehensive, industry-aware approach.
Our risk management support includes:
Protect your people, your patients, and your reputation with a proactive risk mitigation plan.
→ Speak with our risk advisors to start your assessment.
Health care companies require more than general business advice—they need a partner who understands the high-stakes nature of their work and the ever-changing landscape they operate. At OMNI 360 Advisors, we deliver multidisciplinary insight with unmatched coordination and clarity.
Why our clients in health care trust us:
At OMNI 360 Advisors, we understand that every decision in health care has business, legal, and ethical implications. That’s why we provide integrated advisory services designed to support the entire lifecycle of your organization—from formation to expansion and beyond. Let’s build a healthier business, together.
Call us at (609) 452-0889 | Contact us online to schedule your complimentary consultation today.
How we do business – ADV Part 3 – CRS (Please see attached document)
Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped …
See moreWhy Your Financial Plan Should Account for Cryptocurrency—Even If You Don’t Own Any
Cryptocurrency is changing how wealth is built, stored, and transferred. Learn why understanding digital assets is becoming essential to holistic financial and estate planning. Why …
See moreMega Cap Stocks in 2025: What’s Changed—and Why It Matters
Explore how modern mega‑cap stocks differ from past giants in growth patterns, risk profiles, and market behavior—and what savvy investors need to know to protect and grow their wealth. For decades, mega-cap stocks have …
See moreWhy a Government Shutdown Isn’t Necessarily a Market Disaster
Despite the noise, U.S. stock markets have historically held their own during government shutdowns. Here’s what business owners, executives, and legacy-focused families need to know—and how to stay aligned through …
See moreWhat the Fed’s Upcoming Rate Cuts Mean for Your Portfolio
As the Federal Reserve prepares to cut interest rates, learn what this means for stocks, bonds, cash, and your investment strategy. Discover practical insights for …
See more