About OMNI 360 Advisors
Comprehensive, Collaborative, Client-Focused
At OMNI 360 Advisors, our name reflects our all-encompassing approach to helping individuals, families, and business owners navigate the complex worlds of tax, legal, and financial planning. “Omni” means all, and that’s exactly what we provide: an integrated advisory experience that brings together every essential aspect of personal and business planning under one roof.
We are more than just advisors. We are a team of Certified Public Accountants, Financial Planners, Attorneys, Tax Experts, and Business Strategists who believe that true success comes from a 360-degree perspective. Through every stage of life, growth, or transition—whether personal or professional—OMNI 360 Advisors is committed to helping you build, protect, and preserve what matters most.
Our Story: A Legacy of Collaboration and Purpose
“If you want to go fast, go alone. If you want to go far, go together.” – African Proverb
The journey of OMNI 360 Advisors began with a shared dedication to client service and decades of professional expertise. Born from a trusted, 25-year relationship between the Princeton Financial Group and Shah Total Planning, OMNI 360 was created to unite best-in-class professionals across disciplines, offering clients a seamless experience that spans accounting, wealth management, legal planning, and risk mitigation.
A Foundation Built on Service
Over four decades ago, tax and accounting specialist Tom Colitsas began his career from a modest home office, driven by a singular goal: to deliver real solutions that help clients thrive. His entrepreneurial mindset led him to look beyond the numbers, diving deep into the operational challenges and life circumstances his clients faced.
Tom believed that the success of his business would follow the success of his clients. For business owners, this meant strategic advice that supported operational growth. For individuals and families, it meant sound financial guidance through every season of life. That founding philosophy eventually evolved into the Princeton Financial Group (PFG), a firm known for fostering lifelong relationships and delivering results that span generations.
A Multi-Generational Commitment
In 2000, Tom’s son, Jim Colitsas, joined the firm after earning his CPA and gaining experience at Ernst & Young in New York City. Jim brought a renewed vision for combining the technical precision of corporate accounting with the relational value of one-on-one financial guidance. Today, Jim helps lead OMNI 360 Advisors with a focus on evolving client needs and long-term impact.
Expanding Expertise: Financial Planning and Investment Management
Recognizing the growing complexity of clients’ financial needs, Linda Farinola, CFP®, CFA, and Enrolled Agent, joined the team in 2012. Her firm, Sound Financial Solutions, merged into the PFG group to form PFG – Financial Planning & Management. Linda’s expertise in investment management, retirement planning, and holistic financial strategy strengthened the firm’s ability to provide comprehensive guidance, particularly in times of economic uncertainty and opportunity.
To further round out services, the firm introduced life insurance, disability coverage, and long-term care solutions, ensuring that clients could secure not only their wealth but their futures.
The Legal Advantage: Shah Total Planning
Neel Shah, Esq., CFP®, CEPA, brought legal depth to the OMNI 360 model. Founder of the law office of Neel Shah and later Shah & Associates, Neel had already managed thousands of transactions in real estate, corporate law, and estate planning. In response to his clients’ long-term needs, he transitioned his focus to advisory law, specializing in tax planning, trusts, and asset protection.
Neel’s passion for investment and financial planning led to the formation of Beacon Wealth Solutions in 2016. Together, his legal and financial firms became known as Shah Total Planning—representing the full spectrum of integrated planning from wealth to legacy.
Why OMNI 360?
We believe in one powerful truth: integrated planning produces better outcomes. By aligning legal, tax, investment, and business strategies into a cohesive plan, we help our clients reach their goals more efficiently and confidently. Our multidisciplinary structure allows us to offer a level of coordination and insight that traditional, siloed firms simply can’t match.
Whether you’re an entrepreneur preparing for succession, a family planning for retirement, or an individual looking to preserve generational wealth, we have the in-house knowledge and experience to help you move forward—strategically and securely.
Our Mission: Purpose with Impact
At OMNI 360 Advisors, we strive to be more than a high-performing firm—we aim to be a meaningful one.
A great firm, to us, is not only defined by its technical mastery or market position, but by its ability to make a lasting, positive difference in the lives of the people it serves. We take our responsibilities seriously and honor the trust our clients place in us.
A good firm, by our standards, is one that acts with integrity, compassion, and a deep understanding of the human experience. We recognize that behind every financial decision is a family, a dream, or a legacy, and we approach our work accordingly.
Our Core Values
Growth-Oriented
We pursue continual improvement personally and professionally. We embrace challenges and seek feedback to grow ourselves, our team, and the impact we make on others.
Resourceful Problem Solver
We take initiative and creatively find solutions. We thrive on turning challenges into opportunities through tenacity, innovation, and persistence.
Intentional, Active Communicator
We actively listen, speak with clarity, and engage with purpose. We align on expectations and ensure understanding in every interaction.
Takes Ownership
We own outcomes, not just tasks. We follow through with excellence, and we take pride in delivering results that reflect our shared standards and values.
Compassionate
We lead with empathy and understanding. We genuinely care about our clients, our team, and our community, recognizing that trust is built on humanity.
Your Trusted Partner at Every Stage
OMNI 360 Advisors is built to support your evolving needs. As life changes, so should your financial and legal strategies. That’s why we offer proactive reviews, ongoing education, and responsive service that adapts as your goals grow.
We take the time to truly understand your circumstances because personalized planning requires a personal relationship. From our first conversation to your long-term milestones, you’ll always know we’re by your side.
Let’s Build Your Future—Together
At OMNI 360 Advisors, we’re proud of where we came from—and even more excited about where we’re going. Our team brings together decades of knowledge, a commitment to service, and a shared belief that planning should be as complete as your life is complex.
Let’s talk about your goals—and how we can help you reach them.
Contact us at 609-452-0889 today!Let OMNI 360 Advisors become your all-in-one partner for life and legacy planning.
