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Ron McIntire - Omni360 Advisors

Ron McIntire

Associate Wealth Advisor

Financial Planning AssistanceRetirement and IRA PlanningInvestment Oversight ServiceRisk Management Services

ABOUT Ron

Ron McIntire brings strong financial expertise and a genuine commitment to client success to his role as an Associate Wealth Advisor at Omni 360 Advisors. He works closely with individuals and business owners, helping them navigate important financial decisions with clarity and confidence. Ron is skilled at breaking down complex investment strategies, tax planning opportunities, and broader wealth management concepts into clear, actionable guidance that aligns with each client’s long-term goals. His analytical approach, steady communication style, and focus on building meaningful relationships make him a trusted resource for those seeking financial stability and growth.

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A BRIEF HISTORY

After earning his MBA from Holy Family University in 2021, Ron pursued a career in financial services, gaining valuable experience as a Client Service Manager with a registered investment advisory firm before joining Omni 360 Advisors in 2025. He plans to sit for the CERTIFIED FINANCIAL PLANNER™ examination as part of his ongoing commitment to professional growth.

Ron lives in Bucks County, PA with his wife and three children. Outside the office, he enjoys spending time with family and friends, fishing, and traveling.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ron is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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How Much Cash Should a High-Net-Worth Family Actually Keep?

How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...

<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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