Find a Financial Planner in Omaha, NE

 

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

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We Only Work With The Best Omaha 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 Omaha, NE


  • Financial Advisor Close to Omaha, 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 Omaha Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Omaha area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Omaha offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
16.2% of Omaha's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Omaha area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Omaha area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Omaha area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Omaha area often offer tax planning services to their clients. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Omaha area, 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Omaha area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 475,862
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $163,800
  • Average Monthly Housing Cost: $1,047
  • Average Household Income: $82,945
  • 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 Omaha, 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: 2 years

WALNUT PRIVATE EQUITY PARTNERS, LLC

Website

(402) 991-2201

8712 W. Dodge Road
#220
Omaha, NE 68114

SEC#: 801-78492
Years in Business: 7 years

ARKFELD WEALTH STRATEGIES, L.L.C.

Website

(402) 933-1970

3512 N. 163rd Plaza

Omaha, NE 68116

SEC#: 801-114011
Years in Business: 2 years

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Website

(800) 338-3919

13220 California Street
2nd Floor
Omaha, NE 68154

SEC#: 801-71300
Years in Business: 10 years

AMERICA FIRST INVESTMENT ADVISORS LLC

Website

(402) 991-3388

10050 Regency Circle, Suite 515

Omaha, NE 68114

SEC#: 801-41702
Years in Business: 28 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

BAZIS YOUNG INVESTMENT GROUP, LLC

Website

(402) 965-3334

14301 Fnb Parkway
Ste. 100
Omaha, NE 68154

SEC#: 801-107200
Years in Business: 5 years