Best Financial Advisors in Omaha 2022
We scored 131 Financial Advisors in Omaha and Picked the Top 31
Here are the Picks:
SmartAdvisor by SmartAssetFeatured
America First Investment Advisors
Avior
.jpg&w=3840&q=75)
Avior Wealth Management
Bridges Investment Management
Callahan Financial Planning
Cambridge Advisors Inc.
Curnes Financial Group
Egermier Group Wealth Management
Feltz WealthPlan
Financial Results Group
Fortress Wealth Advisors
Frontier Wealth Management
Harris and Davis Financial Advisors
Heartland Financial Solutions
Hemenway Financial Services
Hiley Hunt Wealth Management
Homan Wealth Advisors
Keystone Financial Services
Lawson Kroeker
Lifetime Financial Group
MJB Financial Planning, LLC
Morey & Quinn Wealth Partners
Nabity-Jensen Investment Management
Physicians Thrive
Prairie Wealth Advisors
Renaissance Financial
Rick Young Financial Service
Sterling Financial Advisors
Strevey Financial Services
Voya Financial Advisors
SmartAdvisor by SmartAssetFEATURED
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.
America First Investment Advisors
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. As a fiduciary, 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.
Avior
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.
.jpg&w=3840&q=75)
Avior Wealth Management
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.
Bridges Investment Management
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.
Callahan Financial Planning
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.
Cambridge Advisors Inc.
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.
Curnes Financial Group
Curnes Financial Group is a full-service financial planning and asset management company. Established in 1960, the company continues to be family owned and operated. Located in west Omaha, Curnes Financial Group provides services to individuals, businesses and has a dedicated service just for physicians. They help their clients by offering retirement planning, wealth management, insurance product planning, college planning, and estate planning services. For businesses, Curnes Financial Group helps employers create retirement plans for their employees.
Egermier Group Wealth Management
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.
Feltz WealthPlan
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.
Financial Results Group
Financial Results Group is a wealth management firm that has been serving the residents of Omaha and the surrounding areas for more than 15 years. It offers holistic goal-based financial planning services, which include risk management, investment management, wealth preservation, education planning, and retirement and estate planning. The firm also provides executive compensation analysis and planning services. Managing member and founder Bruce Zirpel has been working in the financial services industry for more than 25 years. He is a Certified Financial Planner.
Fortress Wealth Advisors
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.
Frontier Wealth Management
Frontier Wealth Management is a financial services firm that serves the residents of Omaha and the surrounding areas. Its services include financial planning, tax planning, risk management, and investment advisory. The firm also offers alternative investment and corporate retirement planning services. Senior wealth advisor Mike Karstens has been working in the financial services industry for more than 35 years. Frontier Wealth Management has been featured in publications such as the Kansas City Business Journal, Financial Advisor, and the Financial Times.
Harris and Davis Financial Advisors
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.
Heartland Financial Solutions
Heartland Financial Services is an Omaha based financial planning firm that has been in operation for over 20 years. Owned and operated by Bill and Barb O’Donnell, both of whom are fiduciaries, Heartland Financial Services offers individuals and families financial planning and strategy services, business succession planning, insurance products, and insurance planning, investment strategies and management services, retirement planning and management and charitable contributions. Heartland Financial Services provides a 10 percent discount for all military members, first responders, clergy and educators.
Hemenway Financial Services
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.
Hiley Hunt Wealth Management
Omaha-based Hiley Hunt Wealth Management is a financial planning and investment management firm that works with family stewards, business leaders, and women in transition. The company offers coordinated wealth planning services such as social security planning, divorce planning, asset allocation, risk management, and sudden wealth management. Hiley Hunt also provides investment management services by creating portfolios aligned with the needs and financial goals of every client. Founders Jason Hiley and Andrew Hunt are both members of the National Association of Personal Financial Advisors.
Homan Wealth Advisors
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.
Keystone Financial Services
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.
Lawson Kroeker
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.
Lifetime Financial Group
Lifetime Financial Group helps clients in Omaha meet their financial goals. It offers income distribution planning services to assists clients in preparing for their retirement. It also provides investment strategies to help individuals prepare their finances for inflation. The company was founded in 1985 by Jay Meneely, a member of the Million Dollar Round Table with more than 40 years of experience in the financial industry. Meneely is also a licensed life, property, casualty, and health insurance agent.
MJB Financial Planning, LLC
MJB Financial Planning, LLC, is an independent firm near Omaha that partners with individuals in their 50s or 60s. It offers customized financial planning services, with a focus on handling clients' retirement savings. The firm manages their investment portfolios, diversifying and rebalancing them according to their risk appetite and financial goals. Matt Buckwalter, the firm's principal advisor, is a Certified Financial Planner who has been in the industry since 2006. He is also a member of the National Association of Personal Financial Advisors.
Morey & Quinn Wealth Partners
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.
Nabity-Jensen Investment Management
Nabity-Jensen Investment Management helps individuals in and around Omaha meet their financial goals. It guides clients throughout the process of investment planning and strategizing, and helps them manage their existing portfolios. It also offers financial counseling to clients whose accounts are not directly managed by the firm. It educates them on the concepts behind their investments, retirement, and wealth preservation. The firm is run by the duo of Randall Jensen, a Certified Financial Planner, and David Nabity, a Chartered Financial Consultant, and Life Underwriter.
Physicians Thrive
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.
Prairie Wealth Advisors
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.
Renaissance Financial
Renaissance Financial is a company serving clients in Omaha and the surrounding areas. It has been around for more than 20 years and has grown its initial team of 14 to 130 professionals that strive to provide clients with a financial strategy that addresses their needs. Personal services and products that the company provides include investment and retirement strategies, estate planning, and term and permanent life insurance. The company can also assist businesses with group benefits and retirement.
Rick Young Financial Service
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.
Sterling Financial Advisors
Sterling Financial Advisors, LLC is a full-service wealth management company located in Omaha. Sterling Financial Advisors provides financial planning services to individuals, families, businesses and those who have come into sudden wealth. Their services include investment management and strategies, retirement planning, estate planning, and charitable donations. Sterling Financial Advisors will also help individuals who have come into sudden wealth plan for their future with minimal tax burdens.
Strevey Financial Services
Strevey Financial Services is a wealth management firm located in Omaha that provides services to individuals, families, and private businesses. Services include financial planning, education planning, investment planning, retirement planning, estate planning, and insurance planning products. Founder Rick Strevey has been in the financial services industry since 1977. He is a Certified Financial Planner and Registered Financial Consultant designee. He has also received several broker/dealer awards such as 2002 "Man of the Year" for NAIFA Omaha.
Voya Financial Advisors
Voya Financial Advisors caters to individuals in Omaha and the surrounding areas. It guides clients in understanding their financial goals to help them secure their present and future income. It also handles different areas of financial planning, including retirement, investments, risk management, and estate conservation strategies. The company also offers articles that help clients outline their financial concepts and strategies. Voya Financial Advisors is also available for life insurance and IRA eligibility services. Certified Financial Planner Marshall Egermier has been with the firm since 2011.