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Best Financial Advisors in Omaha, NE

Our Recommended Top 20

We did the research for you!

  • Licensing
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Our goal is to connect people with the best local professionals. We scored Omaha Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

120Reviewed

80Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Omaha, NE
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Omaha, NE

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Omaha? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

10050 Regency Circle, Omaha, NE 68114

Expertise.com Rating

Why choose this provider?

America First Investment Advisors LLC, founded in 1994, is a privately owned SEC-registered investment advisor in Omaha that handles high-net-worth clients, with a general minimum of $300,000 in investable assets. Services include financial and retirement planning, as well as investment management. Its team puts the interest of its clients ahead of its own. America First Investment Advisors LLC has more than 25 years of experience as financial advisors and underpins its services on treating its clients like family.

  • Retirement Planning

11235 Davenport Street, Omaha, NE 68154
WebsiteLicense: 173801

Expertise.com Rating

Review Sources

Google
5.0 (103)
Facebook
4.4 (39)

Why choose this provider?

Physicians Thrive is a financial planning company that caters to doctors in Omaha. It evaluates a doctor's financial situation, looking into risks, assets, savings, and income. Its experts are versed in debt management, tax avoidance, and estate planning, as well as in the proper filing of tax returns. The company also offers a disability insurance policy for doctors who are unable to practice medicine for health reasons. Physicians Thrive is among Medical Economics' Best Financial Advisers for Doctors.

  • Private Wealth Advisor

15606 Elm Street, Omaha, NE 68130

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Egermier Group Wealth Management is an independent financial services firm based in Omaha. Its scope of services includes investment management, risk management, and business planning. Its staff can also cater to clients who are looking for assistance in planning for retirement income. Estate planning services are available as well. Branch manager Michael Egermier has been working in the financial services industry since 2001. He supports various nonprofit organizations, including the Omaha Home for Boys and the Nebraska Financial Education Coalition.

  • Certified Financial Planner (CFP)

101 South 108th Avenue, Omaha, NE 68154

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Feltz WealthPlan is a financial planner serving clients in Omaha. It offers a wide range of services that include estate planning, retirement planning, financial planning, and investment planning. Its investment management team uses the strategy diversification approach to develop customized services, while its financial planning team utilizes the Vision1 planning tool. Feltz WealthPLAN has been in operation for 30 years. Forbes has recognized Todd Feltz for his achievements and contributions to the wealth management industry from 2018 to 2019.

  • Certified Financial Planner (CFP)

13333 California Street, Omaha, NE 68154

Expertise.com Rating

Why choose this provider?

Bridges Investment Management provides financial planning services in Omaha and the surrounding areas. It specializes in helping clients grow their assets, manage their cash flow, invest in fixed income, and understand capital markets by offering strategic planning services. These include retirement, philanthropic, tax, and real estate and legacy planning services. Bridges Investment Management founder Marvin W. Bridges, Sr., is the first investor-advisor in Nebraska who registered for the Investment Advisers Act of 1940.

  • Retirement Planning
  • Tax Planning

12829 West Dodge Road, Omaha, NE 68154

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Homan Wealth Advisors is a financial advising firm that has been serving individuals and families from Omaha and the surrounding areas for more than 15 years. It helps clients achieve their financial goals through services such as risk management, investing and wealth management, tax planning, and retirement and estate planning. President and founder Richard Homan has been working in the financial planning industry for more than three decades. Homan Wealth Advisors is a founding member of Buckingham Strategic Partners.

  • Certified Financial Planner (CFP)
  • Retirement Planning

5310 South 139th Plaza Suite 301, Omaha, NE 68137
WebsiteLicense: 2539363

Expertise.com Rating

Review Sources

Google
4.8 (38)
Facebook
5.0 (12)
Yelp
5.0 (2)

Why choose this provider?

Hemenway Financial Services is a firm based in Omaha that serves local individuals, families, and business owners. Its team of financial advisors helps clients prepare for retirement and college expenses by managing their wealth, debts, and cash flow. It also offers insurance policies for life, disabilities, and long-term care. The firm's other services include tax preparation, tax planning, IRS audit representation, and QuickBooks accounting solutions. Hemenway Financial Service has been in the industry since 1986.

  • Certified Financial Planner (CFP)

1809 North 169th Plaza, Omaha, NE 68118

Expertise.com Rating

Review Sources

Facebook
3.7 (3)
Google
5.0 (1)

Why choose this provider?

Rick Young Financial Service is a full-service consulting firm that has been providing services to Omaha clients since 2004. It assists clients in realizing their financial goals. It offers financial management and consolidation, including financial data aggregation and an interactive financial plan. The firm likewise manages investment portfolios and recommends strategies for the client's goals. Services for education and retirement planning are also available. The firm also provides tax management. The president, Rick Young, is a Certified Financial Planner with over 25 years of experience.

  • Estate Planning
  • Retirement Planning

9802 Nicholas Street, Omaha, NE 68114

Expertise.com Rating

Review Sources

Google
5.0 (3)
Facebook
5.0 (3)

Why choose this provider?

Keystone Financial Services is a wealth management firm serving clients in Omaha. It provides a wide range of financial products and services, including retirement planning, asset allocation, financial security planning, and charitable giving. The company has more than 33 years of experience in providing customized financial planning services. The owner, Nancy Laug-Sholin, is a financial advisor who specializes in assisting entrepreneurs, retirees, and individuals in achieving their financial goals. She is a Business Ethics Alliance trustee.

  • Retirement Planning

9900 Nicholas Street, Omaha, NE 68114

Expertise.com Rating

Why choose this provider?

Omaha-based Harris and Davis Financial Advisors provides consulting services. It has a diverse client base, including families, business owners, and educators. The team offers investment options such as annuities, mutual funds, and stocks, in addition to long-term care and disability income insurance products. Its financial advisors also help people prepare for the future by planning their finances, retirement, and estate. The firm's founder, Carol A. Anderson, holds designations as a Certified Financial Planner and a Life Underwriter Training Council Fellow.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

1926 South 67th Street, Omaha, NE 68106

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Why choose this provider?

Lawson Kroeker is a third-generation, independent firm in Omaha that has been helping clients build and preserve wealth thru investment solutions since 1986. With over three decades of experience, its team brings varied insights regarding long-term investments and gives one-on-one client service. Its expertise includes retirement accounts, taxable accounts, trusts and foundations, and proprietary mutual funds. Lawson Kroeker co-founder, Ken Kroeker, draws from his four decades of investment management experience when generating investment strategies for clients.

  • Retirement Planning

11225 Davenport Street, Omaha, NE 68154

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Morey & Quinn Wealth Partners is a company serving clients in Omaha and the surrounding areas. Its team of financial planners strives to provide clients with individualized financial plans by discussing their goals, investments, and tolerance for risks. Services include financial, retirement, and education planning, as well as portfolio management and investment solutions. Morey & Quinn Wealth Partners can also act as consultants on corporate retirement plans and can advise on estates and trusts.

  • Certified Financial Planner (CFP)
  • Retirement Planning

10250 Regency Circle, Omaha, NE 68114

Expertise.com Rating

Why choose this provider?

Prairie Wealth Advisors provides investment management assistance for individuals, multigenerational families, philanthropic investors, aircraft owners, and entrepreneurs from offices in Omaha and Lincoln. Its wealth planning service involves guarding portfolios against market volatility and maximizing capital preservation and fixed income investments. Its team works with clients' accountants, attorneys, and business managers during the process of developing financial strategies. Prairie Wealth Advisors was established in 2003 by Craig Hundt Sr. who has been working in the financial services field since 1986.

  • Certified Financial Planner (CFP)

3157 Farnam Street, Omaha, NE 68131

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Callahan Financial Planning is an independent business serving clients in Omaha and the surrounding areas. It provides a wide range of financial planning services, including retirement planning, investment solutions, income tax planning, and estate protection and planning. President and chief investment officer William A. Callahan has a background in investment and portfolio management. He is also a member of the Financial Planning Association and the founder and former chairman of the Nebraska Wealth Management Conference.

  • Certified Financial Planner (CFP)
  • Retirement Planning

14301 FNB Pkwy Suite 110, Omaha, NE 68154
WebsiteLicense: 148674

Expertise.com Rating

Review Sources

Facebook
5.0 (11)
Google
5.0 (1)

Why choose this provider?

Since its founding in 2011, Avior Wealth Management has been serving clients in Omaha and neighboring areas. Its team advises clients in the areas of retirement planning, investment management, tax planning strategies, estate planning, cash flow management, and education planning. Its approach starts with helping clients identify the purpose behind their wealth to be able to develop comprehensive financial plans whose progress is then monitored later on. Avior's financial advisors hold several designations, including as Certified Financial Planners and Certified Investment Management Analysts.

  • Retirement Planning

14301 FNB Parkway, Omaha, NE 68154

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Avior develops financial plans for Omaha clients who want to achieve financial freedom. It identifies the purpose behind clients' wealth in establishing their financial path. It also includes planning for education, estate, and business. Likewise, the firm builds an integrated plan for the client’s retirement, including taking care of traditional and Roth IRA accounts. Clients can also seek assistance for investment management, including portfolio design, implementation, and rebalancing. In addition, Avior works on cash flow analysis and succession planning for businesses.

  • Estate Planning
  • Retirement Planning

17330 Wright Street, Omaha, NE 68130

Expertise.com Rating

Why choose this provider?

Founded in 1990, Cambridge Advisors Inc. is an independent financial firm serving clients throughout Omaha. It offers investment management, financial planning, and retirement planning services. The company has a diverse clientele that includes small businesses, church and community foundations, non-profit organizations, families and individuals with accumulated wealth, and people nearing retirement. Lori L. Lifring, president of the company, has been a Chartered Financial Analyst since 1997 and is a recipient of the 40 Under 40 Award by Midlands Business Journal in 2006.

  • Certified Financial Planner (CFP)

14301 FNB Parkway, Omaha, NE 68154

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Fortress Wealth Advisors is a financial consultant serving clients in Omaha. It provides an assortment of financial services that include investment management, retirement planning, estate preservation, and charitable planning. Its financial advisors also offer a variety of investment products, including traditional IRA, brokerage accounts, and education IRA. Each advisor is capable of providing the comprehensive services of a national firm while maintaining the individualized attention of an independent local office. Dana Webb and Curren Webb are the founders of Fortress Wealth Advisors.

  • Estate Planning
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
America First Investment Advisors
10050 Regency Circle, Omaha, NE 68114
Physicians Thrive
11235 Davenport Street, Omaha, NE 68154
Egermier Group Wealth Management
15606 Elm Street, Omaha, NE 68130
Feltz WealthPlan
101 South 108th Avenue, Omaha, NE 68154
Bridges Investment Management
13333 California Street, Omaha, NE 68154
Homan Wealth Advisors
12829 West Dodge Road, Omaha, NE 68154
Hemenway Financial Services
5310 South 139th Plaza Suite 301, Omaha, NE 68137
Rick Young Financial Service
1809 North 169th Plaza, Omaha, NE 68118
Keystone Financial Services
9802 Nicholas Street, Omaha, NE 68114
Harris and Davis Financial Advisors
9900 Nicholas Street, Omaha, NE 68114
Lawson Kroeker
1926 South 67th Street, Omaha, NE 68106
Morey & Quinn Wealth Partners
11225 Davenport Street, Omaha, NE 68154
Prairie Wealth Advisors
10250 Regency Circle, Omaha, NE 68114
Callahan Financial Planning
3157 Farnam Street, Omaha, NE 68131
Avior Wealth Management
14301 FNB Pkwy Suite 110, Omaha, NE 68154
Avior
14301 FNB Parkway, Omaha, NE 68154
Cambridge Advisors Inc.
17330 Wright Street, Omaha, NE 68130
Fortress Wealth Advisors
14301 FNB Parkway, Omaha, NE 68154

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the services that you can expect from an Omaha financial advisor?

    Financial advisors in Omaha deliver a wide range of services. From exploring investment options and helping you develop a feasible financial plan to tax planning and return preparation, financial advisors are well-rounded in terms of assisting you with handling your personal finances more effectively so you can achieve financial freedom.

  • What are the documents that you should prepare for your first meeting with your financial advisor in Omaha?

    Depending on your reason for hiring a financial advisor in Omaha, there are several important documents that you have to prepare prior to your first meeting. For instance, if you need help with retirement, you must gather your social security statements, retirement account statements, and pension coverage details. If you require assistance with income tax planning, you have to collate all the copies of your recent income tax returns and paystubs.

  • Can financial advisors help you minimize your tax liabilities in Omaha?

    Yes. If you are a high-net-worth individual or a business owner in Omaha, it would be a good idea to seek the help of a financial advisor, who can assess your current plan and create a strategy so you can be more tax efficient. Financial advisors are knowledgeable on how to reduce tax liability through tactics that involve company-sponsored retirement plans, investment gains, and plotting out when and how to take your future distributions.

  • How does asset allocation work in Omaha?

    The practice of choosing a mix of asset classes, such as equity, debt, cash, and fixed income, that closely resembles an investor's financial profile in terms of their preferred investing strategies and level of risk tolerance is known as asset allocation. Omaha individuals and businesses opt for asset allocation to reduce the risk associated with their investment.

  • What are the responsibilities of a fiduciary in Omaha?

    A fiduciary in Omaha is a person who is mandated by law to act in the best interest of their client. That said, the duties of a fiduciary are both ethical and legal. They do not just sell products, but also take all the costs, options, and impacts into account to determine the best possible financial decision for the client.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.