Omen Quelvog, CFP®, MQFP®
Military Financial Planning for Active Duty, Veterans, Retirees & Their Families
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Serving Clients Nationwide
Military Financial Planning for Active Duty, Veterans, Retirees & Their Families
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Taxes
About Omen Quelvog, CFP®, MQFP®
Hi, I'm Omen Quelvog. I founded Formynder Wealth Management with a simple but intentional vision: to create meaningful, long-term relationships and provide a client experience rooted in care, clarity, and trust.I built this firm so I could truly get to know the people I serve. That means listening deeply, understanding what matters most, and helping clients anticipate and navigate financial transitions as life unfolds. To support that level of attention and stewardship, the firm is intentionally kept small, allowing me to serve a limited number of clients with focus and purpose.
As a faith-based firm, every client relationship is approached with empathy, compassion, and respect. My role is to walk alongside clients, offering clear, manageable guidance and ongoing support as they face financial decisions across different stages of life. For a deeper look at how military retirement planning works, this overview walks through the key considerations military families often face during the transition to retirement.
I am a CERTIFIED FINANCIAL PLANNER® professional and a Military Qualified Financial Planner®. These designations reflect both my professional training and my military experience, and they reinforce my commitment to providing military families, veterans, and retirees with fee-only, fiduciary advice at all times.
Why “Formynder”? Check out the FAQs!
A Life Shaped by Service and Family
I began my military career by enlisting in the United States Marine Corps immediately after high school in 1998. Over more than two decades of service, including multiple deployments, I experienced firsthand the demands, uncertainty, and sacrifice that military life often requires.
During my enlisted service, I earned my bachelor’s degree and commission through Auburn University, eventually retiring from the Marine Corps in February 2024. That transition reinforced my commitment to serving others in a new way, helping military families navigate the financial decisions that accompany change, transition, and long-term planning.
My wife and I have been married since 1999, and together we have raised two sons, one of whom now serves in the United States Air Force. Like many military families, we spent years balancing duty, deployments, and family life. While we are grateful for our military experience, the shift toward placing family first has been a meaningful and welcome change.
Outside of work, I value staying active and engaged in my community. I am a long-distance runner, cyclist, and musician, and I remain involved in my church and local service efforts. I believe true wealth is not defined solely by what we accumulate, but by how we grow, give, and serve others.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Military Qualified Financial Planner (MQFP)
Affiliations
-
Financial Planning Association
- Military Financial Advisors Association
- XY Planning Network
- Military Financial Advisors Association
Primary Location
Fredericksburg, VA, 22407
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button to get in touch. Schedule a free consultation with no obligations or commitments - just answers. During this meeting, we’ll get a chance to know each other, to ask questions, and determine the ways I can best serve you. I look forward to speaking with you.Offers Investment Management
Yes
About Formynder Wealth Management
Formynder Wealth Management is a fiduciary financial planning firm dedicated to serving active duty service members, veterans, retirees, and military families.We specialize in helping military families navigate the financial complexity that comes with service, transition, and retirement. Our planning focuses on the areas most relevant to the military community, including cash flow and goal planning, military retirement decisions, Thrift Savings Plan (TSP) strategy, pension and Survivor Benefit Plan (SBP) considerations, tax-aware planning, and long-term estate and legacy planning.
Whether preparing for military retirement, transitioning to civilian life, or already into life version 2.0, Formynder Wealth Management delivers personalized planning rooted in fiduciary responsibility, integrity, service, and respect for each client’s values.
The Formynder Approach
✔️ Flat-Fee
Formynder Wealth Management is built around deliberate choices about how advice is delivered. I operate as a flat-fee, fee-only fiduciary so recommendations are not influenced by products, commissions, or asset levels. Flat-fee pricing means you always know how advice is delivered and how decisions are made.
✔️ Faith-Based
For families who want faith to inform how financial decisions are discussed and evaluated, that perspective is welcomed and respected. Advice remains practical, fiduciary, and focused on real-world tradeoffs, without assumptions or pressure.
Education
Bachelor of Arts, Auburn University | Master of Military Studies, Marine Corps University
Hobbies and Interests
- Church
- Cycling
- Family
- Music
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Dual Income Family
- Gen X
- Government Employees
- Living in Retirement
- Military
- Parents
- Veterans
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