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.

“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.

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.

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.

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.

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.

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.

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.

Collaboration
We bring together experts across disciplines to create solutions that are comprehensive and customized.

Integrity
Every decision and recommendation is made with your best interests at heart. We uphold our fiduciary duty without compromise.

Excellence
We are committed to high standards in everything we do—from client service to technical expertise.

Transparency
Clear communication, honest assessments, and straightforward strategies define our process.

Longevity
Our goal is not to serve you once—it’s to be your trusted advisor for life.

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.

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.

How we do business – ADV Part 3 – CRS (Please see attached document)

---

Related Blog Post

Why a Government Shutdown Isn’t Necessarily a Market Disaster

What the Fed’s Upcoming Rate Cuts Mean for Your Portfolio

Time to Rethink Your Global Investment Diversification Strategy?

Don’t Bet the Farm on Meme Stocks: Lessons from 2021’s Market Hype

Is There Real Opportunity in Deep Value Stocks?