Top 10 Best Financial Advisors in Bellevue, Nebraska

Are you looking for the best financial advisors in Bellevue? Many residents of Nebraska often search for terms like “top financial advisors near me” online. It’s reasonable why they would do this.

Choosing a financial advisor is crucial since you’re entrusting a person or a company in Bellevue with your assets. It’s essential to be cautious about safeguarding your finances when utilizing them for wealth growth or retirement planning.

So, how do you ensure the proper management of your investments? How can you obtain accurate information about the fees charged by financial advisors in Bellevue to see how they affect your savings or retirement strategy over time?

When Do You Require Financial Advice?

To reach your financial aspirations, it’s essential to learn how to navigate your financial path effectively. While some may find success in handling their finances on their own, there are situations where the guidance of a reliable Bellevue financial advisor proves invaluable.

Complex Financial Landscape: When your financial life grows complicated, a financial advisor can guide you through the intricacies. They are experts at developing an all-encompassing financial plan that’s tailored to your unique situation.

Time and Knowledge Constraints: Juggling professional responsibilities, family life, and personal interests can make it challenging to manage your finances efficiently. A wealth advisor in Bellevue can take on numerous financial responsibilities, from managing your investment portfolio to exploring investment opportunities and keeping abreast of economic trends. This allows you to concentrate on other important matters in your life.

Long-term Objectives: Whether you’re planning for retirement, saving for your child’s college education, or preparing for a significant life milestone, the best Bellevue financial advisors can outline a strategy to help you meet your long-term ambitions.

Investment Advice: For those new to investing or who feel uncertain about making investment choices, a financial advisor can offer valuable insight. They can evaluate your risk appetite, suggest appropriate investment avenues, and ensure your investment strategy is aligned with your financial goals.

Major Financial Changes: Major life events, such as getting married, going through a divorce, receiving an inheritance, or launching a business, can lead to complex financial shifts. During such times, a Bellevue wealth advisor can provide unbiased counsel. They can assist you in making well-informed decisions and steering through potential obstacles.

Hiring a financial advisor can offer reassurance and enhance your financial prospects. If you’re considering this, reach out to a reputable financial advisor in Bellevue to discuss your specific requirements and discover how they can help you in your financial journey.

Selecting the Right Path to Financial Planning

Developing a strong financial strategy is essential for sustained financial health. Here are some strategies to consider:

1.   Leverage self-service online platforms

You can use online tools that enable you to manage your investments on your own. Opting for this route can reduce costs by cutting out the middlemen in financial operations.

2.   Engage a professional Bellevue financial advisor

Working with a dedicated financial planner or wealth manager can be beneficial, even considering the costs involved. Studies indicate that working with a financial advisor could boost the long-term performance of your investment portfolio by 1.5% to 4%.

Payment Models of Financial Advisors in Bellevue, Nebraska

When selecting a financial planner, you must understand the various fee structures they might use to ensure transparency.

Hourly Rate: Advisors bill clients based on the hours spent working on their financial issues, which doesn’t depend on the size of the client’s assets.

Retainer Fee: This model involves a set fee paid monthly or annually, securing your Bellevue financial planner’s continuous availability for consultation and services specified in the retainer agreement.

Fixed Fees: These are consistent charges that cover both financial planning and asset management. It’s not affected by the client’s account balance.

Commission-Based: In this scenario, wealth advisors in Bellevue receive a commission — a percentage from the sale of specific investments or financial products. This is usually calculated per transaction.

Asset Management Fees: Here, the advisor’s fee is a percentage of the client’s managed assets, typically taken directly from the account.

Identifying the Ideal Payment Structure: Which Is Best?

It’s crucial to meticulously assess any potential conflicts of interest when deciding on a payment model for your financial planner in Bellevue. An unsuitable fee arrangement could adversely impact your financial health.

For the best results, a commission-based fee structure is often recommended. In this setup, your financial advisor receives a share of your investment profits, motivating them to focus on your financial success.

It’s important to choose a payment plan that matches your objectives and guarantees that your advisor’s motivations are aligned with your interests.

7 Key Factors When Choosing a Financial Advisor in Bellevue

When choosing a financial advisor, it’s important to consider several crucial factors to ensure you make a well-informed decision and select an advisor who is in tune with your financial aspirations and preferences.

1. Credentials and Qualifications

Top financial advisors in Bellevue possess relevant credentials and qualifications, like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations. These certifications reflect a level of proficiency and commitment to professional ethics.

2. Expertise and Historical Performance

Assess the advisor’s expertise and historical performance. Determine their tenure in the field and ask about their specialization or core areas of knowledge.

3. Services Offerings

Examine the variety of services your potential Bellevue wealth advisor provides. Whether it’s comprehensive financial planning, investment management, retirement strategy, or niche services, confirm that what they offer meets your specific financial needs.

4. Fiduciary Standard

Check if the financial advisor acts as a fiduciary. This would mean that they have a legal and ethical duty to prioritize your interests over their own and ensure that recommendations made are in your best interest.

5. Client Feedback and Reputation

Look at the client base of your potential financial advisor in Bellevue. Seek referrals or feedback from current clients to gauge their reputation, professionalism, and effectiveness in achieving client satisfaction.

6. Fee Structure

Understand the advisor’s compensation model. Whether they charge a percentage of assets under management, offer fee-based services, or operate on an hourly rate, ensure the fee structure aligns with your expectations regarding investment returns. You should also ensure there are no hidden charges.

7. Compatibility and Communication

Arrange a preliminary meeting with potential Bellevue financial advisors to assess your compatibility and communication dynamics. Effective communication and a strong professional relationship are key to a successful advisory partnership.

These factors will help you select a suitable financial advisor in Bellevue who will be a valuable ally in your financial journey. Choose with care, as your financial future is at stake.

Top 10 Financial Advisors in Bellevue, Nebraska

Let’s dive into the best financial advisors in the area who can help guide you to financial success. With their extensive knowledge, expertise, and excellent service, the following financial advisors have a strong reputation for offering solid financial guidance.

1. Heartland Financial Solutions, LLC

Heartland Financial Solutions, LLC is an outstanding financial planning firm in Bellevue that’s dedicated to helping Christian families and small business proprietors shed the burden of monetary concerns. The firm’s approach is all about understanding the unique pressures its clients face – from the stress that money matters bring to households to the challenges of managing funds and investments securely.

With over two decades of experience, the team at Heartland Financial Solutions, LLC is led by a dedicated professional who’s not just passionate about finances but also about enhancing your life’s quality.

Heartland Financial Solutions, LLC provides personalized and accessible service. The team goes the extra mile, offering flexible scheduling and virtual consultations to fit your busy life.

Whether it’s planning for retirement, managing risks, or ensuring your family’s financial security, the comprehensive services offered by Heartland Financial Solutions, LLC are tailored to your personal priorities.

Heartland Financial Solutions, LLC
11902 Jake Circle
Bellevue, NE 68133
Phone: (402) 933-0866
heartlandfinancialsolutions.com

2. Estate & Wealth Planning, Inc.

Estate & Wealth Planning, Inc. may be situated in Papillion, Nebraska, but it offers its deemed one of Bellevue’s top financial advisory firms. The firm takes on a distinctive approach to financial advising, emphasizing a multi-generational strategy to cater to the varying needs of each life stage.

What sets Estate & Wealth Planning, Inc. apart is its independence in financial planning, offering a broad array of strategies, unlike many advisors who are restricted to a limited set of products. This flexibility ensures that the financial plan their team develops is truly tailored to your unique circumstances.

Estate & Wealth Planning is affiliated with the Financial Planning Association (FPA®), which underlines its professionalism and dedication to providing holistic, customized advice.

At the heart of Estate & Wealth Planning is a commitment to personalized service, built on the foundations of integrity, respect, and kindness. Their mission is to establish enduring relationships and plans that not only serve your current financial needs but also secure the future for coming generations.

Estate & Wealth Planning, Inc.
5801 Mark Street
Papillion, NE 68133
Phone: (402) 331-1429
estateandwealth.com

3. Walnut Hill Advisors

Walnut Hill Advisors, one of the leading wealth advisors in Bellevue, Nebraska, is dedicated to guiding clients toward achieving their financial goals.

With a personalized approach, the team at Walnut Hill Advisors takes the time to understand your objectives, ensuring the advice provided is customized to suit your needs. The firm excels in breaking down financial solutions into understandable plans, making your financial journey manageable and clear.

Whether clients are accumulating wealth for retirement, planning business transitions, or establishing a family legacy, Walnut Hill Advisors offers expertise across a spectrum of financial planning areas. Since 2000, its experienced professionals have been assisting individuals, families, and businesses, continually advancing their knowledge to serve you better.

Moreover, Walnut Hill Advisors values lasting relationships with clients and is a proactive community participant, supporting local causes like Families Together, which provides crucial assistance to parents in need.

Walnut Hill Advisors
1508 John F Kennedy Drive, Suite 201
Bellevue, NE 68005
Phone: (402) 690-0962
thewalnuthilladvisors.com

4. Callahan Financial Planning

Callahan Financial Planning, situated in Omaha, Nebraska, stands out for offering holistic, fee-only financial advice. The firm’s approach is centered on creating comprehensive financial plans in collaboration with clients in Omaha, Lincoln, and Bellevue, ensuring a partnership built on education and mutual understanding.

As fee-only fiduciaries, Callahan Financial Planning provides objective and independent advice, steering clear of sales commissions to avoid conflicts of interest. Their team comprises dedicated CFPs committed to your financial well-being, making the firm one of the best wealth planners in Bellevue.

The array of services at Callahan Financial Planning spans retirement planning, savvy investment choices, income tax reduction, and thoughtful legacy and estate planning.

With accolades including Top Next-Generation Wealth Advisors and multiple recognitions as a leading financial planning firm, Callahan Financial Planning is dedicated to enhancing financial decision-making and fostering continuous improvement for their clients.

Callahan Financial Planning
3157 Farnam Street, Suite 7111
Omaha, NE 68131
Phone: (402) 341-2000
callahanplanning.com

5. America First Investment Advisors

America First Investment Advisors, based in Omaha, Nebraska, offers a refreshingly traditional approach to financial advising. Founded in 1994, this privately owned firm focuses on personalized investment management and research, delivering advice with the same sincerity as they would to their own family.

The financial guidance offered by America First Investment Advisors is funded solely through a management fee, avoiding the potential conflicts of interest that can arise from selling annuities or other financial products.

America First Investment Advisors is a top wealth planning firm in Bellevue that primarily serves individuals and families, providing them with peace of mind and financial stability.

The management fee at America First Investment Advisors is comprehensive, covering investment management, financial planning, and continuous support, ensuring clients receive thorough and dedicated service tailored to their financial journeys.

America First Investment Advisors
10050 Regency Circle #515
Omaha, NE 68114
Phone: (402) 991-3388
callahanplanning.com

6. Keystone Financial Services

Keystone Financial Services, rooted in Omaha, Nebraska, stands out for its unique approach to financial planning and advice. Since 1983, the firm has been offering sophisticated services tailored to founders, entrepreneurs, businesses, and families.

What sets Keystone Financial Services apart is its minimal requirement from clients: a positive mindset and openness to guidance.

The services offered by Keystone Financial Services are comprehensive, encompassing everything from legacy estate planning and family office work to accounting, tax-efficient investing, and life insurance strategies. The firm also specializes in employer retirement plans, M&A, and exit planning, offering crucial support for business transitions.

With a team of seasoned professionals who adhere to a fiduciary responsibility, Keystone Financial Services ensures that your interests always come first.

Its commitment to integrity, honesty, and a realistic approach to wealth and business planning has cemented its reputation as a trusted financial advisor in Bellevue.

Keystone Financial Services
9802 Nicholas Street, Suite 315
Omaha, NE 68114
Phone: (402) 392-1212
keystonefinancialservice.com

7. Pathfinder Wealth Advisors, LLC

Pathfinder Wealth Advisors, LLC is a dynamic ensemble of eight financial advisors spread across three communities.

This collaboration merges their expertise and over 140 years of collective experience in the industry, allowing them to offer personalized, one-on-one advice, service, and insight while creating a wealth management plan tailored to your unique needs. This is what makes Pathfinder Wealth Advisors one of the leading wealth advisory firms in Bellevue.

The suite of services offered by Pathfinder Wealth Advisors caters to various aspects of your financial well-being, including retirement and investment planning, risk and tax management, estate organization, and business strategy development.

Formed through a shared vision in 2017, the team at Pathfinder Wealth Advisors chose to unite their distinctive talents, establishing a partnership under the umbrella of the independent broker/dealer Commonwealth Financial Network.

Pathfinder Wealth Advisors, LLC
105 S Washington Street
Papillion, NE 68046
Phone: (402) 934-2990
pathfinderadv.com

8. Randall Wealth Advisors

Based in La Vista, Nebraska, Randall Wealth Advisors stands out as a fee-only, independent Registered Investment Advisory firm even in Bellevue, dedicated to providing thoughtful and comprehensive wealth management services.

At Randall Wealth Advisors, the team manages an array of financial aspects including portfolio and wealth management, risk evaluation, estate, and tax planning. They collaborate with specialists in various investment domains, from fixed-income cash management to domestic and international equity strategies.

Nicholas Randall, the President of Randall Wealth Advisors, is deeply committed to financial and investment planning. With over two decades of experience and a fiduciary commitment, he leads his firm with expertise and dedication.

Randall Wealth Advisors places a strong emphasis on net investment returns, focusing on the after-tax performance of investments. Its approach includes crafting diversified portfolios that blend low-cost, tax-efficient investment vehicles with active management to optimize after-tax returns.

Randall Wealth Advisors
9937 Brentwood Court
La Vista, NE 68128
Phone: (402) 709-9374
randallwa.com

9. Robert B. Johnson Investment Management

Robert B. Johnson Investment Management offers comprehensive financial services in Bellevue, Nebraska. With a broad spectrum of financial products and services, the firm is committed to providing clients with the information they need to make informed decisions and set realistic goals.

Robert B. Johnson Investment Management takes a systematic approach to financial planning, guiding clients through a step-by-step process to ensure confidence in their financial decisions. The firm specializes in tax management, investment management, retirement strategies, and estate conservation.

Upholding the highest standards of integrity and professionalism, Robert B. Johnson Investment Management strives to thoroughly understand each client’s financial situation. With over 30 years of experience in investment management, the firm is focused on building enduring relationships with clients, actively involving them in the financial planning process.

Leveraging extensive expertise, Robert B. Johnson Investment Management is eager to assist clients in navigating their financial journey.

Robert B. Johnson Investment Management
12325 Port Grace Boulevard
La Vista, NE 68128
Phone: (925) 943-2000
rbjinvest.com

10. TAG Financial Solutions

TAG Financial Solutions is one of the best full-service financial advisory firms in Bellevue with a special focus on serving the active and retired military community. The firm takes pride in developing personalized strategic plans that cater to the unique financial circumstances of each client.

At TAG Financial Solutions, clients can expect a range of services, including insightful investment strategies, advanced planning from independent professionals, and financial education. The firm emphasizes clear, honest communication and specializes in demystifying complex financial scenarios.

Founded in 2005 and owned and operated by Todd A. Gaswick, LACP, affiliated with Securities America, Inc., TAG Financial Solutions adopts a transparent compensation structure, primarily through commissions from product suppliers. This ensures that client interests remain at the forefront.

TAG Financial Solutions is committed to maintaining a regular contact schedule with clients, valuing the relationships built over time, and striving to achieve client satisfaction and long-term loyalty.

TAG Financial Solutions
8108 S 68th Avenue Court
La Vista, NE 68128
Phone: (402) 672-3781
tagfinancialsolutions.com

Note:

The team offering this list of the top 10 wealth advisors in Bellevue, Nebraska, believes that informed individuals make wise decisions by educating themselves about the choices they are about to make.

Our goal is to enhance your knowledge about selecting a financial advisor who fits your unique requirements.

We aim to supply our readers with current information to assist them in making informed choices when selecting Bellevue financial advisors. We trust you’ve found value in the information we’ve shared and have gained insight into the available financial advisor options in the region.

The content provided here is not intended as professional advice and should not be the sole basis for making decisions. This content is not liable for the outcomes of any actions taken or not taken due to the information provided.

Conducting your research, tailored to your situation, is crucial before making any investment decisions.

Always consult with your investment, financial, tax, and legal advisors. By using this information, readers agree to absolve and protect the information providers from any liability, loss, claims, disputes, damages, or costs of any nature.

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