Best Financial
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Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Lincoln, NE.

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Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Ameritas Financial Center

Ameritas Financial Center has offices in both Lincoln and Omaha to meet the individual and business planning needs of its clients. The team of financial professionals offer a broad range of expertise, such as college fund strategies, life and disability insurance, succession planning, wealth accumulation and management, retirement income planning, and group benefits. Ameritas Financial Center has over 100 years of history serving clients throughout Nebraska, and the firm continues to partner with other financial advisors based around the state.

Lincoln, NE(402) 436-2500


Bob Bennie Wealth Management

Bob Bennie Wealth Management is an investment and financial planning firm in the Lincoln Metro area that serves several hundred clients throughout the nation. The firm’s staff manage a variety of services, such as asset protection, retirement and estate planning, college funding, tax-wise investment strategies, 401(k)s, and IRAs. Founder Bob Bennie is a Certified Financial Planner and earned a Master’s in Business Administration. In 2009, Barron’s Magazine recognized Bob Bennie among the Top 1000 Financial Planners in the United States.

Lincoln, NE(402) 421-2626


Capital Consulting & Asset Management

Capital Consulting & Asset Management (CCAM) develops individualized wealth management strategies for its clients in the greater Lincoln area. The firm works with professionals, businesses, families, foundations, endowments, and other institutions. The firm’s expertise includes portfolio management, financial planning, retirement planning, asset allocation formation, and performance reporting and monitoring. Interested clients receive a complimentary initial consultation.

Lincoln, NE(402) 477-2500


Central Financial Services

Central Financial Services has offered full-service, independent financial planning in Lincoln and surrounding areas area since 1992. The firm focuses on active portfolio management, retirement plans, insurance plans, and financial planning. Interested clients can request a quote for a variety of services, such as annuities, life insurance, group health, 401(k) plans, business insurance, and short-term medical. The firm has grown to include associates based in Lincoln; Sioux City, Iowa; Omaha, Nebraska; Kansas City, Missouri; Overland Park, Kansas; and Wichita, Kansas.

Lincoln, NE(402) 423-4022


Financial IQ and Central Financial Services

Financial IQ and Central Financial Services are two independent firms offering a collaborative approach to meet the needs of families, individuals, and small to medium-sized businesses. Based in Lincoln, the firms provide a broad range of products and services, including 401(k) retirement plans, 529 college savings plans, annuities, U.S. Treasuries Securities, life insurance, and Simplified Employee Pension Plans. Clients benefit from the extensive experience of two independent agents who are both Certified Financial Educators and Investment Advisor Representatives.

Lincoln, NE(402) 488-1888


First Financial Investments & Insurance

First Financial Investments & Insurance offers a variety of services for clients throughout the greater Lincoln area. The founding partners have a combined 40 years of experience as financial advisors, including IRA and 401(k) rollovers, wealth management, tax planning, estate planning, and personal insurance. Clients can choose from either fee-based or commission-based advisory options.

Lincoln, NE(402) 420-6138


Foy Financial Services

Foy Financial Services is a registered investment advisory firm in Lincoln meeting the needs of both individual and corporate investors. The firm’s direct services include portfolio management, estate planning, retirement planning, and asset allocation. Foy Financial Services developed the SELECTOR Money Management Program to better monitor, allocate, and report on variable investment portfolios. President Edward D. Foy has over 35 years of experience as a financial professional. He is a Registered Financial Consultant with the International Association of Registered Financial Consultants and a member of the Financial Planning Association.

Lincoln, NE(402) 483-2004


FP Wealth Management

FP Wealth Management is a full-service firm that has been based in the Lincoln Metro area since 1990. The firm provides asset management and strategies for retirement, insurance, college, tax, and estate planning. President Bob FitzSimmons is a Certified Financial Planner, active member of the National Association of Insurance and Financial Advisors, and MBA graduate of Northwestern University. He is regularly quoted in local and national media, such as The New York Times, Wall Street Journal, and Lincoln Journal-Star.

Lincoln, NE(402) 817-4282


Grossman Financial Planning

Grossman Financial Planning offers investment, insurance, and financial planning services to clients throughout the Lincoln Metro area. President Lee Grossman has over 20 years of experience as a financial advisor in Lincoln. He holds designations as a Certified Financial Planner and Chartered Life Underwriter. He is also a long-term member of the National Association of Insurance and Financial Advisors as well as the Financial Planning Association. Over the years, Lee Grossman has specialized in serving retirees and people preparing to retire, teaching retirement seminars and helping clients protect their financial interests.

Lincoln, NE(402) 420-6060


JFC Financial Services

JFC Financial Services helps clients in the Lincoln Metro area to accumulate, preserve, and distribute their wealth. The team of advisors specialize in client-specific financial analysis and investment research. President Jack Connealy founded the firm in 1992 and has over 25 years of experience in financial services, banking, and insurance. He is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

Lincoln, NE(800) 262-9538


Marcia Campbell Insurance & Financial Services

Marcia Campbell Insurance & Financial Services designs customized programs to improve the long-term financial success of the firm’s clients. The Lincoln-based firm provides services in asset allocation, retirement income planning, managed accounts, and tax advantaged investment strategies. President Marcia K. Campbell began the private firm in 1975 to offer holistic and personal service to a broad range of clients, from business executives to retirees to school teachers. The firm now works with up to four generations of client families and businesses across the country.

Lincoln, NE(402) 467-3440


Midlands Financial

Midlands Financial has a team of professionals with over 250 combined years of experience helping clients succeed financially. The team specializes in risk management, retirement planning, investments, and insurance. The wealth management firm works with families, individuals, and businesses throughout Nebraska and the Greater Midwest. Midlands Financial’s Wealth Evaluator process identifies client goals, recommends options, implements strategies, and monitors progress.

Lincoln, NE(402) 434-8050


MJB Financial Planning

MJB Financial Planning is a fee-only independent firm that has served the Lincoln and Omaha Metro areas since 2006. Principal Matt Buckwalter is a Certified Financial Planner with membership in the National Association of Personal Finance Advisors and The Garrett Planning Network. The firm gives clients personalized attention with wealth management, wealth plan development, and financial planning for investments and retirement.

Lincoln, NE(402) 413-1097


Pittenger & Anderson

Pittenger & Anderson began in 1995 with the purpose of putting clients’ interests first. Since then, the Lincoln-based firm has grown to manage over $1.3 billion in investments for clients across the country. The firm offers investment management, financial planning, company retirement plans, and several complimentary services. Pittenger & Anderson is a fee-only investment advisor, reducing expenses for clients by charging an annual management fee and no further compensations common to other firms.

Lincoln, NE(402) 328-8800


Prairie Wealth Advisors

Prairie Wealth Advisors focuses on financial planning through a long-term perspective and protective wealth management for its clients. The independent firm is a Registered Investment Advisor with offices located in both Omaha and Lincoln. Prairie Wealth Advisors collaborates with CPAs, attorneys, and other professionals to design comprehensive financial plans that work towards clients’ best interests. The firm’s services include retirement planning, portfolio analysis and evaluation, business investment consulting, and estate and wealth transfer.

Lincoln, NE(402) 488-4477


RHD Financial Services

RHD Financial Services advises individuals and businesses in the greater Lincoln area on investments, retirement, and financial planning. The firm values personal, long-term client relationships and regularly hosts educational seminars and workshops. Other services include risk management and asset protection, charitable giving, insurance, strategic money management, and business succession planning. Investment Advisor Michael Hall has over 21 years of financial planning experience. He is a Certified Life Underwriter and President of the Society of Financial Services Professionals.

Lincoln, NE(402) 420-2274


Stonebridge Insurance and Wealth Management

Stonebridge Insurance and Wealth Management offers independent financial advisory services to clients throughout Nebraska. The firm specializes in retirement planning, life and health insurance, Medicare supplements, long-term care, home and auto insurance, and tax-deferred exchanges. The firm’s team includes Investment Adviser Representatives, experienced and licensed insurance professionals, and a Chartered Retirement Plans Specialist. Stonebridge also hosts informational retirement seminars for the greater community.

Lincoln, NE(844) 894-2393


William R. Lewis, CPA

William R. Lewis, CPA, has provided financial expertise since 1981, including asset management, investment securities, insurance services, estate planning, tax planning, employee benefits, and business consulting. The firm is a Registered Investment Advisor based in the greater Lincoln area and is licensed to sell insurance products in the state of Nebraska. William R. Lewis is a Certified Public Accountant, Certified Financial Planner, and member of multiple professional associations. The firm also features Connie S. Edmond, a tax professional with over 14 years of experience in auditing for the Department of Revenue.

Lincoln, NE(402) 420-6633


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