Find a Financial Advisor in Lincoln, NE

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 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 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

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.
  • This field is for validation purposes and should be left unchanged.


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: 1 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: 9 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: 25 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, NE Financial Advisor FAQs

The first questions you should ask your financial advisor are either about their background or qualifications. You may want to know what school and degree they went through and who they previously worked with.
It depends on their services, expertise and your size of business.
Here are five key things to look for in choosing a financial advisor: experience, credentials, trustworthiness, transparency, and commitment.
Yes. In almost every other area, studies show that people with advisors tend to be more successful than those without.