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Best Financial Advisors in Omaha
2021

We scored 117 Financial Advisors in Omaha, NE and Picked the Top 17

Here are the Picks:

America First Investment Advisors LLC

Bridges Investment Management

Cambridge Advisors Inc.

Curnes Financial Group

Financial Results Group, LLC

Heartland Financial Solutions

Hiley Hunt Wealth Management, Inc.

Homan Wealth Advisors

Karstens Investment Counsel, Inc.

Lawson Kroeker Investment Management

Nelson Van Denburg & Campbell Wealth Management Group, LLC

Retirement Matters

Rick Young Financial Services

Silverleaf Advisor Group, LLC

Sterling Financial Advisors

Strevey Financial Services

Voya Financial Advisors

Why These Financial Advisors?

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

Reviewed Curated Top Picks 117 77 17

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

America First Investment Advisors LLC

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.

Click to Call

Omaha, NE

Website

(402) 991-3388 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:

5 / 5 (Best)

Total Reviews:

1 (Good)

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+

Bridges Investment Management

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.

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Omaha, NE

Website

(402) 397-4700 Website

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

Cambridge Advisors Inc.

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.

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Omaha, NE

Website

(402) 697-1166 Website

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+

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.

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Omaha, NE

Website

(402) 397-5440 Website

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+

Financial Results Group, LLC

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.

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Omaha, NE

Website

(402) 505-3670 Website

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.

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Bellevue, NE

Website

(402) 933-0866 Website

Hiley Hunt Wealth Management, Inc.

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.

Click to Call

Omaha, NE

Website

(402) 504-9347 Website

Homan Wealth Advisors

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.

Click to Call

Omaha, NE

Website

(402) 763-6401 Website

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+

Karstens Investment Counsel, Inc.

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.

Click to Call

Omaha, NE

Website

(402) 492-2727 Website

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: --

Lawson Kroeker Investment Management

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.

Click to Call

Omaha, NE

Website

(402) 392-2606 Website

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: B+

Detail: --

Nelson Van Denburg & Campbell Wealth Management Group, LLC

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.

Click to Call

Omaha, NE

Website

(402) 218-4064 Website

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: --

Price: quarterly

Retirement Matters

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.

Click to Call

Omaha, NE

Website

(402) 333-8751 Website

Rick Young Financial Services

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.

Click to Call

Omaha, NE

Website

(402) 614-8049 Website

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

Silverleaf Advisor Group, LLC

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.

Click to Call

Omaha, NE

Website

(402) 934-7200 Website

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

More Info

Standard Rate: annual fee

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.

Click to Call

Omaha, NE

Website

(402) 970-9300 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:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Strevey Financial Services

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.

Click to Call

Omaha, NE

Website

(402) 445-2288 Website

Voya Financial Advisors

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.

Click to Call

Omaha, NE

Website

(402) 445-2121 Website

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