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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

OWLFI

We help individuals reduce lifetime taxes and build stronger retirements through proactive planning. Based in Lenexa, KS, serving clients nationwide.

OWLFI brings financial, tax, estate, and legal experts together—under one coordinated plan—to help you keep more of what you’ve earned. OWLFI helps individuals reduce lifetime taxes, build stronger retirements, and protect their wealth through proactive planning. We bring financial, tax, estate, and legal experts together — under one coordinated plan — to help you keep more of what you’ve earned. Elliot Omanson is an Investment Adviser Representative of Sphinx Investments, LLC. OWLFI is a trade name of OWLFI Advisors LLC, which is not a registered investment adviser. Investment advisory services offered only in states where registered.

11/04/2026

OWLFI has a fresh new look. 🧭

We're a wealth advisory firm based in Lenexa, serving families here at home and across the country. Our new logo reflects how we work; an approach we call Strategic Wealth Architecture.

You'll see the new mark on our website and social pages now, and on our new Lenexa headquarters in 2027.

Clients: nothing changes for you. Same team, same phone number.

Everyone else: if you want a plan built around your whole financial picture, let's talk. Call 913-441-8380 or visit owlfi.com.

11/03/2026

The financial system isn’t broken. It’s working exactly as designed, just not for you.

For years, I’ve watched smart, successful people walk blindly into retirement only to discover:

*Their tax burden is way higher than they were told
*Their “diversified” portfolio wasn’t built to last
*The team they hired has no coordination and no real strategy

That’s why I wrote Keep What You’ve Earned.

BUY YOUR COPY NOW!
https://www.amazon.com/Keep-What-Youve-Earned-Minimize/dp/1971949981

11/01/2026

Some weekends are made for doing absolutely nothing.

Others are perfect for doing something your future self will thank you for.

What if you spent a few hours learning how to keep more of the money you’ve already earned?

In Keep What You’ve Earned, Elliot Omanson takes a different approach to retirement planning, taxes, and protecting your wealth.

Because making money is one thing. Knowing how to KEEP it is another.

Your future deserves a little attention this weekend.

📖 Available on Amazon:
https://a.co/d/03zT4ukC

10/31/2026

Rainy days, a hot cup of coffee, and absolutely no reason to leave the house. ☕🌧️

Sounds like the perfect excuse to invest a little time in yourself.

Instead of another weekend scrolling through Facebook, pick up something that could actually change the way you think about your money.

Keep What You’ve Earned, by Elliot Omanson, challenges traditional financial thinking and explores smarter ways to protect what you’ve worked so hard to build.

A little reading today could lead to some big decisions tomorrow.

📖 Grab your copy on Amazon: (link in bio)
https://a.co/d/03zT4ukC

10/31/2026

10/29/2026

🎃🍬 **TODAY'S THE DAY! TRUNK OR TREAT AT OWLFI!** 👻

The candy is ready, the pumpkins are out, and we're gearing up for a SPOOKTACULAR afternoon! 🎃

Grab your little ghosts, goblins, superheroes, and princesses and come join us for some Halloween fun!

📅 **TODAY, OCTOBER 29TH**
⏰ **3:30 PM to 6:00 PM**
📍 **OWLFI, 8725 Rosehill Rd., Lenexa, KS**

🍭 Plenty of candy!
🎃 Decorated trunks!
👻 Costumes encouraged!
🏆 Best Costume Prize!
🍬 Fun for the whole family!

No tricks here, just treats and a chance to enjoy some Halloween fun with our community!

**Come for the candy, stay for the fun!** We can't wait to see everyone's costumes! 🧡

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10/21/2026

If Roth conversion taxes are holding you back, watch this:

Six years of work. One strategy Elliot calls his “Mona Lisa.”

In this clip from our podcast, Elliot sits down with two OWLFI clients. He talks about the years of work and investment it took to research a tax-planning strategy, put it together and make it compliant, and about putting it to work around Roth conversions last December.

Their response: “We wish you nothing but continued success.” That means a lot to our whole team. 🙏

🎧 Watch the full conversation: https://youtu.be/ROxNNRR0cqk

Thinking about Roth conversions and how taxes fit into your retirement plan? Let’s talk. 📞 913-441-8380

The individuals shown are current OWLFI clients. No compensation was provided for this testimonial. No material conflicts of interest. Their comments reflect their own experience, which may not be representative of other clients’ experiences, and do not guarantee future performance or success. Tax strategies discussed may involve investments with significant risk, including loss of principal and limited liquidity, and are not suitable for everyone. Tax results depend on individual circumstances; consult your tax professional. OWLFI Strategic Advisors LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.

10/20/2026

🎃👻 SOMETHING SPOOKY IS COMING TO OWLFI... 🦉💀

The sun is setting, the candy is waiting, and something wickedly fun is brewing at OWLFI! 🕷️🕸️

We dare you to join us for our TRUNK OR TREAT!

🦇 Thursday, October 29, 2026

⏰ 3:30 PM to 6:00 PM

📍 OWLFI Strategic Advisors
8725 Rosehill Road, Suite 119
Lenexa, KS

💀 Come dressed in your creepiest, craziest, or most creative costume!

🍬 Fill your bags with sweet treats!

🎃 Bring your little monsters for some frightfully good fun!

Beware... the OWLFI crew may look a little different than usual! 👀

Bring your ghosts, goblins, witches, and superheroes. Everyone is welcome, even the ones who aren't quite alive before their morning coffee! ☕🧟

Don't be scared to stop by... we're dying to see you! 💀🦉

Address

8725 Rosehill Road Ste 119
Lenexa, KS
66215

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.owlfi.com/, https://www.owlfi.com/

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