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Best FinancialAdvisors inLincoln2018
Best Financial
Advisors in
Lincoln
2018
We Looked at 75 Financial Advisors serving Lincoln and Picked the Top 18
Here are the Picks:
Ameritas Financial Center
Bob Bennie Wealth Management
Capital Consulting & Asset Management
Central Financial Services
Financial IQ and Central Financial Services
First Financial Investments & Insurance
Foy Financial Services
FP Wealth Management
Grossman Financial Planning
JFC Financial Services
Marcia Campbell Insurance & Financial Services
Midlands Financial
MJB Financial Planning
Pittenger & Anderson
Prairie Wealth Advisors
RHD Financial Services
Stonebridge Insurance and Wealth Management
William R. Lewis, CPA
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