18 Best Omaha Financial Advisors

America First Investment Advisors LLC, founded in 1994, is an 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 planning and investment management. As a fiduciary, its team puts the interest of its clients ahead of its own. America First Investment Advisors LLC only charges a transparent quarterly management fee for its services.

Bridges Investment Management is a full-service financial management company established in 1945. Located in Omaha, Bridges Investment management provides services for individual retirement accounts, corporate retirement plans, investment services for high net-worth individuals, and financial services for charitable organizations. Services include retirement planning, asset management, and allocation, charitable giving, estate planning, and tax planning services. Bridges Investment Management will also provide risk management and asset security evaluations for their clients.

Founded in 1990, Cambridge Advisors, Inc is an Omaha based financial planning service. A fee-based financial planning service, Cambridge Advisors primarily caters to high net-worth individuals and non-profit organizations, requiring that their clients have a minimum of $500,000 of investable assets to start an account. They offer retirement investing and planning services, custom-tailored investment portfolios, and investment services for charitable organizations.

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.

Financial Results Group, LLC is an Omaha based full-service financial planning company. First established in 2004 by Bruce Zirpel, Financial Results Group specializes in helping individuals of all financial backgrounds build a secure financial future. Services offered include asset management and allocation, retirement planning, insurance products, estate conservation, and college planning. Financial Results Group also offers a full line of products for their clients including long-term car policies and annuities.

Freelance Financial Planning is a financial services company dedicated to helping freelancers, contractors, and other business professionals. Established in Omaha in 2017, founder Ben Henry-Moreland has been actively working in the financial planning industry since 2012 and holds the title of Certified Financial Planner. Freelance Financial Planning offers the following services: financial planning, retirement planning, investment planning and management, project planning and insurance product choices. Freelance Financial Planning offers a free initial consultation.

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.

Hiley Hunt Wealth Management is an Omaha based financial planning service that has dedicated its business to serving Family Stewards, Women in Transition and Business Leaders. Hiley Hunt Wealth Management is owned and operated by Jason Hiley, CFP and Andrew Hunt, CFP, and offers financial planning, estate planning, tax planning, divorce planning, and retirement planning services, as well as advice regarding asset allocation, investment management, insurance products, and charitable donations.

Homan Wealth Advisors was founded in Omaha in 2003 as a full-service financial planning company. Their primary focuses are in helping individuals and families with financial planning, including preparing for retirement, asset allocation, investment planning, estate planning, and tax planning. Homan Wealth Advisors also provides retirement planning services for foundations that wish to offer these benefits to their employees. Additionally, as fiduciaries, Homan Wealth Advisors can also act on a client's behalf to manage company-sponsored retirement plans.

Karstens Investment Council is a financial management company located in Omaha. Karstens Investment Council provides fiduciary services for wealth management through investments, asset allocations, retirement planning, and estate planning. The company also works in conjunction with several other professionals in the area to ensure that legal needs are met for all financial decisions. Karstens Investment Council has been ranked in the top 150 financial management companies for doctors by Medical Economics Magazine.

Lawson Kroeker Investment Management was established in Omaha over 30 years ago and founded by partners with extensive experience in the banking industry. Specializing in investment management services, Lawson Kroeker Investment Management will manage individual investment accounts, taxable accounts, and personal retirement accounts. They also provide management of family endowments and institutional endowments and foundations.

Nelson Van Denburg and Campbell Wealth Management Group provide comprehensive financial planning services to individuals and families in Omaha. The firm specializes in helping clients with financial planning, asset management and allocation, investment services, tax planning, retirement planning, education planning, estate planning, survivor planning, and asset protection services. Nelson Van Denburg and Campbell Wealth Management Group also provide cash management services so clients can actively invest their cash according to their goals.

Retirement Matters, Inc. is a nationally recognized wealth advisement firm located in Omaha. As the name suggests, Retirement Matters, Inc. focuses its services on working with clients to create and invest into a retirement plan, as well as planning for retirement taxes, healthcare costs, and estate planning and protection services. Retirement Matters, Inc. provides services to individuals and families and offers free initial consultations.

First established in 2004, Rick Young Financial Services is a full-service consulting firm providing comprehensive financial services to individuals, families, and businesses in the Omaha area. These services include financial planning, retirement planning, asset allocation and management, portfolio management, tax management services, and estate planning. For businesses, Rick Young Financial Services can help employers establish retirement plans and workshops to educate employees.

Based in Omaha, Silverleaf Wealth Management is a wealth management company providing financial planning and investing services for individuals and families. They focus on working with clients to develop a comprehensive financial plan, including saving for college and planning for retirement. Additionally, Silverleaf Wealth Management offers estate and tax planning services, investment management and asset allocation services, and help navigating insurance options.

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 is a wealth management firm located in Omaha that provides services to individuals, families and private business. Their services include wealth management and financial planning, education planning, investment planning and management, retirement planning, estate planning, and insurance planning products. For businesses, Strevey Financial Services provides business continuation planning, employee benefits planning, retirement plan management, and creation services.

Voya Financial Advisors has been providing financial planning services to residents of Omaha for over 25 years. This full-service wealth management company helps clients with wealth management and risk assessment, retirement planning, education planning, estate planning, and tax planning services for individuals and families. For businesses, Voya Financial Advisors offers financial planning services, investment strategies, and employee benefits packages.