Find a Financial Advisor 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 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 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

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: 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

 


Omaha, NE Financial Advisor FAQs

You may need a financial advisor when you need someone to manage your fina
A financial advisor should be knowledgeable in the following areas: stocks, bonds, insurance, and investments. A fair knowledge of these topics makes them more personable because they understand you and your needs and can offer customized advice.
Financial advisors team up with clients to provide advice about what investments are right for them, how much they should save each month, and whether it's worth planning for retirement now or later on down the line.
A financial advisor will charge a monthly fee to provide investment advice, such as low-cost 401ks and Roth retirement accounts. Each advisor has their own fee structure depending on the services they offer.