Omen Quelvog
Formynder Wealth Management, LLC
Annual fee range: $3,300 - $10,000
Military Financial Planning for Active Duty, Veterans, Retirees & Their Families.
I’m Omen Quelvog, CFP®, MQFP®, and I founded Formynder Wealth Management after more than 25 years in the Marine Corps. After retiring, I wanted to give other military families the kind of advice I wish I’d had earlier: honest, clear, and free of sales pressure. That’s why Formynder is fee-only and fiduciary. I’m paid a flat fee by the families I serve, and nobody else. I take on a limited number of households so I can know each one well and be available when life changes.
My process starts by learning where you are today. From there, we talk through what you value and set goals worth pointing your money toward. Then we build a flexible plan that moves your resources from just handling life toward the things that matter most to you. I work best with clients over time because a plan only helps once it’s put into action. We meet throughout the year to build better habits, follow through on strategies, and plan for parts of life you may not have thought about yet. Although faith shapes how I do this work, I treat every relationship with care and see financial planning as stewardship.
I mainly work with military families and federal employees at a few key points:
- You’re 3 to 5 years from military retirement and want to start planning
- You’re close to military transition and need clarity
- You’ve recently retired for the first time and are deciding what comes next
- You’re a federal or state employee getting ready to retire
