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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

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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