Find a Financial Planner in Lincoln, NE

 

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

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We Only Work With The Best Lincoln 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Lincoln, NE


  • Financial Advisor Close to Lincoln, 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

 

How Can a CFP® in Lincoln Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lincoln area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Lincoln can include managing client retirement accounts, investments, tax plans, and more.
16.1% of Lincoln's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lincoln area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Lincoln area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Lincoln area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lincoln area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Nebraska has unique laws defining which actions trigger a taxable event and has the 14th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Lincoln area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Lincoln area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 283,839
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $171,900
  • Average Monthly Housing Cost: $951
  • Average Household Income: $76,763
  • 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 Lincoln, NE


ALLSTATE FINANCIAL ADVISORS, LLC

Website

(877) 232-2142

2920 So 84th Street

Lincoln, NE 68506

SEC#: 801-68510
Years in Business: 13 years

HBE WEALTH MANAGEMENT, LLC

Website

(402) 423-4343

7140 Stephanie Lane

Lincoln, NE 68516

SEC#: 801-119569
Years in Business: 0 years

BELLWETHER WEALTH

Website

(402) 476-8844

140 North 8th Street
Suite 210
Lincoln, NE 68058

SEC#: 801-114600
Years in Business: 2 years

PLAN A WEALTH, LLC

Website

(402) 975-8008

5550 S 59th St
Suite 20
Lincoln, NE 68516

SEC#: 801-110113
Years in Business: 4 years

PRAIRIE WEALTH ADVISORS, INC.

Website

(402) 488-4477

8101 O Street
Suite 200
Lincoln, NE 68510

SEC#: 801-77062
Years in Business: 8 years

CAPITAL CONSULTING & ASSET MANAGEMENT

Website

(402) 477-2500

140 N. 8th Street
410 The Apothecary
Lincoln, NE 68508

SEC#: 801-52357
Years in Business: 24 years

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Website

(402) 413-0440

5801 Hidcote Dr. Ste 100

Lincoln, NE 68516

SEC#: 801-108722
Years in Business: 4 years

PITTENGER & ANDERSON INC

Website

(402) 328-8800

5533 S. 27th Street
Suite 201
Lincoln, NE 68512

SEC#: 801-49107
Years in Business: 21 years

R2 WEALTH MANAGEMENT PARTNERS

Website

(402) 489-9375

8101 O Street
Suite 301
Lincoln, NE 68510

SEC#: 801-114893
Years in Business: 2 years

LINCOLN CAPITAL, LLC

Website

(402) 483-1400

6003 Old Cheney Rd
Suite 350
Lincoln, NE 68516

SEC#: 801-78526
Years in Business: 7 years