Jane O'Mara

CFP®

FBB Capital Partners

Financial Advisor

Jane O'Mara

CFP®

FBB Capital Partners

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jane O'Mara, CFP®

Fee-Only Financial Planner serving the Eastern Shore, Bethesda, MD, the greater Baltimore-Washington metropolitan area, and nationwide.

Jane O'Mara is a Bethesda, MD fee-only financial planner. FBB Capital Partners provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jane O'Mara is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jane DeLashmutt O'Mara ia a Portfolio Manager in FBB's Easton, Maryland office.  Jane enjoys working with retirees, professionals nearing retirement, as well as individuals and families in various life stages. In particular, Jane enjoys developing personal relationships with her clients, which she believes enhances her ability to anticipate and respond to their financial needs.
 
Prior to joining FBB Capital Partners, Jane worked in commercial banking and commercial real estate finance.
 
A Certified Financial Planner™ professional, Jane is a graduate of St. Mary’s College of Maryland where she studied French and sailed on the varsity sailing team.  During her time at St. Mary's, Jane led her team to a national championship victory and was named an All-American.
 
Jane also holds a master's degree in urban planning from New York University, where she specialized in community development and housing finance.
 
A lifelong sailor and native of the Bay, Jane brings a passion for the water and her community.  She currently serves on the Board of Directors for the Chesapeake BaySavers Foundation.  A resident of Oxford, MD, Jane enjoys sailing, golfing, and spending time on the water with her growing family.

Jane O'Mara is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments. 

Our highly personalized, consultative approach lets us better understand our clients’ financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve.

Over more than two decades we have built the firm into an organization capable of serving our clients’ needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients.  As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests.  And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements.

Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets us apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients’ other advisors, such as tax professionals and estate-planning attorneys.  

Through dedicated teamwork – as true financial partners – we aim to exceed the expectations of our valued clients.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jane O'Mara is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jane O'Mara is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jane O'Mara

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Office Locations:

  • 4520 East West Highway
    Suite 450
    Bethesda, MD 20814
  • 1934 Old Gallows Road
    Suite 350
    Vienna, VA 22182
  • 127 North Washington St.
    Easton, MD 21601
  • 1997 Annapolis Exchange
    Suite 300
    Annapolis, MD 21401
  • 1900 Campus Commons Drive
    Suite 100
    Reston, VA 20191

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