Omar Morillo

Omar Morillo is the Founder and CEO of Imperio Wealth Advisors, an independent wealth management firm serving executives, business owners, and multigenerational families with comprehensive financial planning and wealth advisory services. He specializes in helping clients navigate complex tax, liquidity, estate, and succession planning, particularly those with eight-figure-plus investment portfolios and significant annual tax obligations.

Omar began his career at large financial institutions, where he recognized that affluent families often required highly customized strategies yet were too frequently served through standardized planning models. That realization inspired him to establish Imperio–a firm that combines the personalized relationships of a boutique advisory practice with the institutional expertise and resources needed to address today’s increasingly complex financial landscape.

Under Omar’s leadership, Imperio has become known for its integrated approach to wealth management, bringing together investment strategy, tax efficiency, risk management, retirement planning, estate planning, and legacy design into one cohesive framework. His philosophy is rooted in the belief that wealth is measured not simply by financial assets, but by the freedom it creates to live intentionally, strengthen families, support meaningful causes, and leave a lasting legacy.

Omar is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®). He completed the Executive CFP® Post-Graduate Program at the University of Miami. He is also a member of YPO (Young Presidents’ Organization) and serves on the Fast Company Executive Board, contributing thought leadership on financial services, entrepreneurship, leadership, and the future of business.

He lives in South Florida with his wife, their two children, and their rescue dog, Choco.