Best Financial Advisors in Omaha

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 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.

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 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 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.

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.

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 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.

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.

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.

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.

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 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 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.

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.

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 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.

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.