Laurels

Best Financial Advisors in Lincoln

2021

We scored 75 Financial Advisors in Lincoln, NE and Picked the Top 18

Here are the Picks:

Why These Financial Advisors?

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

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

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

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: July 27, 2021

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 68510

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(402) 436-2500 Website

Bob Bennie Wealth Management

Bob Bennie Wealth Management is a Lincoln-based wealth management firm. The company is run by CFP Bob Bennie, a fiduciary who has been certified since 1999. Clients can receive a number of financial planning services, including retirement planning, estate planning, and independent wealth management. Since the company is independent, clients are presented with a wide range of investment options to suit their unique needs. After establishing client relationships, Bennie asks each client about their current financial situation and long-term goals. The data regarding the current financial situation is then analyzed and evaluated, and then, a plan is created to help clients reach their financial goals. After the recommendations are implemented, Bennie monitors the plan's progress on a long-term client relationship basis.

Lincoln, NE 68512

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(402) 421-2626 Website

Capital Consulting & Asset Management

Capital Consulting & Asset Management is a Lincoln-based financial consulting firm with a client-focused, results-driven business model. The company was founded in 1996 by Rob Nixon to assist families, professionals, institutions, and businesses with their financial needs. The financial consulting professionals have more than four decades of combined experience, with Nixon himself having over almost three decades of financial management experience. Capital Consulting addresses personal areas like family budgeting, estate information, and individual financial goals. The company also provides disability income analysis and an evaluation of the assets necessary for college tuition. Clients receive a second opinion on their current retirement strategies, as well as new plans to implement. Businesses can benefit from the spending and tax analysis, along with future investment planning. All involved parties can receive investment data regarding the impact of potential investments on a client's profile.

Lincoln, NE 68508

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(402) 477-2500 Website

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 68516

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(402) 423-4022 Website

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 68516

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(402) 488-1888 Website

Flagstone Financial Management

Flagstone Financial Management is an SEC-registered investment advisory firm based in Lincoln. The company was founded by CFP Michael Johnson, a wealth advisor who has been part of the financial services industry since 2001. The goal of the firm is to provide clients with a comprehensive, step-by-step financial plan that simplifies the wealth management process into achievable goals. Every client relationship is forged with wealth management and financial planning at its core. The team of financial advisors provide clients with education about their assets and investment opportunities and help them set long-term financial goals. Clients also receive a written plan that focuses on college tuition funding, insurance analysis, investment management, tax planning, estate planning, and life income planning.

Lincoln, NE 68512

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(402) 413-0440 Website

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 68527

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(402) 483-2004 Website

FP Wealth Management, Inc

FP Wealth Management, Inc is a financial organization based in Lincoln. Its financial advisors aim to reduce client uncertainty and help people prepare for the future. Each professional uses his or her expertise in the business and financial services industry to advise clients on the best wealth management decisions. Company president, Bob Fitzsimmons, has had a CFP designation since 1989. Since FP Wealth Management, Inc was founded, it has expanded to cover more than 1,000 clients across 25 states. FP Wealth Management, Inc provides a number of long-term financial planning solutions. Clients receive customized asset management strategies, tax and estate planning strategies, retirement planning solutions, and insurance options. For families, planning for college tuition is also an option.

Lincoln, NE 68505

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(402) 465-5678 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Price: Free consultation.

Grossman Financial Planning

Grossman Financial Planning is a Lincoln-based financial management firm. The company president, Lee Grossman, has a CFP certification and has been designated an Investment Advisor Representative for Woodbury Financial. Lee brings more than two decades of active advisory experience to each client relationship. Grossman Financial Planning helps clients with three key areas: financial planning, investments, and insurance. Its investment management tools help clients make smart decisions to grow their assets and generate income. Lee Grossman handles everything from stocks and bonds to IRA accounts. Clients can also compare disability income, life, long term care, and health insurance policies to find the right one. Financial planning involves long-term solutions for overall financial health, focusing on college and estate plans, retirement planning, money management, tax reduction, and other personal finance-related services.

Lincoln, NE 68516

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(402) 420-6060 Website

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 68526

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(800) 262-9538 Website

Liberty Advisers

Liberty Advisers is a registered investment advisor in the Lincoln area. The main financial advisor is Con Reha, the company president with more than five decades of financial services experience. Clients receive comprehensive wealth management services or customized retirement plans. The company helps clients address important questions about their goals and handles income planning for retirement. For clients transitioning into retirement, the company provides investment management. The goal is to create an investment profile that generates income without being too risky. Estate planning services allow clients to plan for their descendants. The company can also help with other long-term financial planning requirements like retirement planning, life transition planning, and healthcare planning.

Lincoln, NE 68510

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(402) 423-9434 Website

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 68506

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(402) 413-1097 Website

Pittenger & Anderson, Inc.

Pittenger & Anderson, Inc. is a full-time fiduciary firm that provides fee-only services to the Lincoln community. The company's founders, Dan and Pitt, began working together in 1985. The two left their old financial firm to create a new one in 1996. Now the firm has been in business for nearly three decades. Pittenger & Anderson, Inc. serve clients whose investable assets total at least $100,000 or those who have high incomes and want to save aggressively. The investment advisory services use predetermined models to suit each client's individual risk level. After receiving data about a client's goals and current assets, the financial advisors provide tailored solutions to simplify the client's financial path. Corporate executives and small business owners can benefit from the company's business solutions, including 401(k) plans and simple IRAs.

Lincoln, NE 68512

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(402) 328-8800 Website

Plan A Wealth Management

Plan A Wealth Management is a wealth management and investment service firm that serves clients in Lincoln. It was founded by company president Ronald Anderson, Jr. He has almost three decades of financial experience helping families and individuals manage their futures. The company's streamlined process starts with guiding the client through questions to determine their goals and current assets. The firm's advisors collaborate with the client to get a full understanding of the client's values and ultimate financial ideal. From there, the advisors will explain the available opportunities to help clients get closer to their goals. Services include investment and money management, as well as customized retirement planning.

Lincoln, NE 68516

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(402) 975-8008 Website

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 68510

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(402) 488-4477 Website

R² Wealth Management Partners

R² Wealth Management Partners is a Lincoln-based financial management firm. The full-service company offers products for both business owners and individuals. CFP Robert Rossi opened the Rossi Financial Services company in 1995. In 2014, he and CFP Andrew Pool consolidated their offices to make R2 Wealth Management. Each client receives a customized financial plan with step-by-step instructions to simplify the process. The firm breaks overall financial planning down into a few subtopics: tax management, estate conservation, insurance products, investment management, and retirement strategies. Each client receives a plan that addresses these topics and how they affect the overall long-term goals.

Lincoln, NE 68510

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(402) 489-9375 Website

Shunkwiler Financial

Shunkwiler Financial is a financial service and retirement preparedness firm that serves the Nebraska community. With headquarters in Lincoln, the firm uses the Advisor Link program to connect CPAs with financial professionals. As such, clients have access to both financial planning options and tax expertise. Company founder, Brett Shunkwiler, also uses visual motion software to give clients a vivid look at their financial situation. Shunkwiler Financial is geared toward helping individuals and their families meet their long-term financial planning goals. These may include retirement planning, tuition planning, or other forms of financial security.

Lincoln, NE 68505

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(402) 466-3919 Website

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 68506

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(844) 894-2393 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free consultation.

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