# Omar Dinar

> Omar Dinar is a fee-only financial advisor at Riehl, Dinar & Associates in Stamford, Connecticut. Omar charges a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/omar-dinar/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Riehl, Dinar & Associates
- **Based in:** Stamford, Connecticut
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Estate & legacy planning, Founders (pre-exit)
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Multi-generational families, Retirees, Early-career professionals, Pre-retirees
- **Website:** https://advisor.ml.com/sites/ct/stamford-ct/riehl-dinar-&-associates/omar-dinar

## About

As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.

After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.

I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.

## Frequently asked questions

### Is Omar Dinar a fee-only financial advisor?

Yes. Omar Dinar is listed in the public advisor directory (listed as fee-only).

### How does Omar charge for financial advice?

Omar charges a percentage of assets.

### Where is Omar Dinar based?

Omar Dinar is based in Stamford, Connecticut.

### What does Omar specialize in?

Omar's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, estate & legacy planning and founders (pre-exit). Omar works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### How much does Riehl, Dinar & Associates manage?

Riehl, Dinar & Associates reports $100M - $500M in assets under management.

### How do I contact Omar Dinar?

Through Omar's website, advisor.ml.com/sites/ct/stamford-ct/riehl-dinar-&-associates/omar-dinar.

## Sources

- Public advisor directory: listed as fee-only
- The firm's website (https://advisor.ml.com/sites/ct/stamford-ct/riehl-dinar-&-associates/omar-dinar): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.