Find a Financial Advisor in Douglas County, NE

 

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We did the hard work of finding trustworthy partners in Douglas County, NE.

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We Only Work With The Best Douglas County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Douglas County, NE

  • Financial Advisor Close to Douglas County, NE

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Douglas County, NE

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Douglas County, NE

We evaluated over 13,000 RIA firms to bring you the best of the best Douglas County financial advisors.
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How Retirement-Friendly is Douglas County, NE?

  • Population: 560,617
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $174,800
  • Average Monthly Housing Cost: $1,099
  • Average Household Income: $88,827
  • Nebraska Total Tax Burden: 9.01% (14th Highest in U.S.)
  • Nebraska Property Tax: 3.77% (10th Highest in U.S.)
  • Nebraska Individual Income Tax: 2.30% (25th Lowest in U.S.)
  • Nebraska Sales and Excise Tax: 2.94% (15th Lowest in U.S.)



The Top Financial Advisor Firms in Douglas County, NE

 

ORION PORTFOLIO SOLUTIONS, LLC

Website

(859) 426-2000

17605 Wright St

Omaha, NE 68130

SEC#: 801-61964
Years in Business: 17 years

RED CEDAR CAPITAL, LLC

Website

(402) 991-1100

8748 Fredrick Street

Omaha, NE 68124

SEC#: 801-80722
Years in Business: 6 years

IRONVINE CAPITAL PARTNERS, LLC

Website

(402) 715-5224

9290 W. Dodge Rd; Ste 203

Omaha, NE 68114

SEC#: 801-108956
Years in Business: 4 years

GOLDENROD CAPITAL ADVISORS, LLC

Website

(402) 991-6925

10340 North 84th Street

Omaha, NE 68122

SEC#: 801-114013
Years in Business: 3 years

WALNUT PRIVATE EQUITY PARTNERS, LLC

Website

(402) 991-2201

8712 W. Dodge Road
#220
Omaha, NE 68114

SEC#: 801-78492
Years in Business: 8 years

ARKFELD WEALTH STRATEGIES, L.L.C.

Website

(402) 933-1970

3512 N. 163rd Plaza

Omaha, NE 68116

SEC#: 801-114011
Years in Business: 3 years

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Website

(800) 338-3919

13220 California Street
2nd Floor
Omaha, NE 68154

SEC#: 801-71300
Years in Business: 11 years

AMERICA FIRST INVESTMENT ADVISORS LLC

Website

(402) 991-3388

10050 Regency Circle, Suite 515

Omaha, NE 68114

SEC#: 801-41702
Years in Business: 29 years

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Website

(402) 391-1021

9802 Nicholas Street
Suite 105
Omaha, NE 68114

SEC#: 801-118341
Years in Business: 1 years

 


Douglas County, NE Financial Advisor FAQs

Apart from a financial advisor's skills, you should also take into account factors like cost, proximity to your home, amount of work produced per hour, fee structure, and above all trustworthiness.
A client should verify the potential financial advisor's expertise, educational background, and licenses he/she holds.
Financial advisors typically get paid by the following means: commission-based, fee-based, hourly pay model.
Definitely, yes! It's so easy to get tangled up in all the details of investing without somebody who knows how to navigate that complexity for you. A financial advisor can help you understand your attitudes about money and risk tolerance while helping identify a strategy that will work for your needs.


Other Nearby Financial Advisors

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