Top 10 Best Financial Advisors in Omaha, Nebraska

Are you looking for expert financial planners in Omaha? Many residents of Nebraska frequently search for terms like “top financial advisors near me” online. It’s perfectly reasonable to seek such assistance.

Choosing a financial advisor is a significant step in your financial journey, as it involves entrusting your assets to a professional or a company. The last thing you want is to make a mistake in safeguarding and growing your wealth, whether for wealth building or retirement planning.

But how do you make sure your investments are managed by the right person? How can you fully understand the fees charged by financial advisors in Omaha and understand how these costs will affect your savings or retirement funds over time?

Why Do You Need Financial Advice?

Achieving your financial objectives depends on making wise financial choices. While some may find success managing their finances on their own, others might find some benefits to seeking the expertise of an Omaha financial advisor, particularly under the following conditions.

Complex Financial Landscape: In situations where your financial life seems hard to handle, a financial advisor can help you sort through the intricacies. They possess the skills to devise a detailed financial plan that suits your unique situation.

Limited Time or Knowledge: Juggling professional responsibilities, family duties, and personal endeavors can leave little room for effective financial management. The best financial advisors in Omaha can lighten your load by taking on several financial responsibilities, including managing your investment portfolio, exploring investment opportunities, and keeping abreast of market shifts. This allows you to concentrate on other aspects of your life.

Long-term Aspirations: For goals like retirement planning, education planning, or planning for significant life milestones, a financial advisor can outline a strategy to help you reach these long-term objectives.

Investment Advice: For those new to investing or who feel uncertain about making investment choices, a top Omaha financial advisor can offer direction. They can evaluate your risk appetite, suggest investments that match your goals, and ensure your investment strategy is aligned with your goals.

Navigating Financial Changes: Major life changes, such as marriage, divorce, receiving an inheritance, or launching a business, can cause complicated transitions in one’s financial life. The best financial advisors in Omaha can provide impartial advice during these periods. They help you make well-informed choices and overcome potential obstacles.

In these examples, working with a financial advisor can give you peace of mind and enhance your financial situation. It’s worthwhile to meet with a reputable financial advisor in Omaha to discuss your specific needs and discover how their knowledge can help you in your financial journey.

Finding the Right Path for Financial Planning

Creating a strong financial plan is key to lasting financial security.

Here are some strategies you can consider:

1.   Use online platforms for self-management.

Manage your finances on your own by using online tools. This method can help you save money by cutting out middlemen from the process.

2.   Get help from a financial advisor.

Working with a financial planner or wealth manager in Omaha can be beneficial, even though it might cost you. Still, studies show that having a financial advisor could improve your portfolio’s earnings by 1.5% to 4% over the long term.

Payment Schemes of Omaha Financial Advisors

When picking a financial advisor, it’s important to know about the different ways they can charge for their services.

Hourly Fee: This is when clients pay for the time the advisor spends on their accounts, no matter how much money they have invested.

Retainer Fee: Advisors charge a set amount regularly (monthly or annually) for ongoing advice, which is agreed upon in advance.

Flat Fees: A single fee covers all financial planning and asset management. This isn’t affected by how large the investor’s account is.

Commission: Financial planners make money by taking a cut of the money spent on investments they recommend, usually charged for each deal.

Asset Management Fee: This is a fee based on how much money you have invested with the advisor, which is taken directly from your account.

Choosing the Optimal Payment Structure in Omaha: Which Is Best?

When choosing how your financial planner in Omaha gets paid, it’s crucial to think about any conflicts of interest. Picking the wrong payment method could do more damage than good.

For the best results, we recommend a commission-based fee system. In this setup, the advisor makes money based on how well your investments do, which motivates them to work for your financial gain.

Make sure to choose a payment plan that matches your objectives. You have to ensure that your advisor’s motivations match up with your interests.

7 Important Factors When Selecting a Wealth Advisor in Omaha, Nebraska

When picking a financial advisor, there are some things you need to consider. To make a well-informed decision that matches your financial goals, these are the factors you need to keep in mind.

1. Credentials and Expertise

The best Omaha financial advisors possess important credentials like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). This shows that they have a strong foundation of knowledge and professional ethics.

2. Experience and Successes

Look into the advisor’s background as well. This includes how long they’ve been in the field and what their specific areas of knowledge or focus are.

3. Service Offering

Check what services your potential Omaha financial advisor provides, such as all-around financial planning, retirement planning, investment management, or other specialized assistance. You should make sure that they provide the services that you need.

4. Fiduciary Responsibility

Leading financial planners in Omaha usually operate as a fiduciary. Ask if your potential advisor has a fiduciary duty. This means they’re legally required to act in your best interests instead of putting sales and commission first.

5. Client Feedback

Explore the advisor’s client base. Ask for references or feedback from current clients to get a sense of their reputation and effectiveness.

6. Pricing Structure

Understand how your potential Omaha wealth advisor gets paid, whether through asset management fees, flat rates, or hourly charges. Make sure you’re okay with their payment schemes and their impact on your investments. Also, ensure that there aren’t any hidden fees.

7. Personal Compatibility

Meet with potential wealth advisors in Omaha to see if you communicate well and can work together smoothly. A strong, communicative relationship is key to a beneficial partnership.

Let these guidelines lead you to finding the right financial advisor. Don’t take this decision lightly, as this one is critical for your financial future.

10 Best Financial Advisors in Omaha, Nebraska

Explore the top 10 financial advisors in Omaha who are dedicated to leading you toward financial prosperity. These firms are known for their extensive knowledge, skill, and unwavering dedication to outstanding service. That’s why they each have a strong reputation for delivering reliable financial advice in Omaha, Nebraska.

1. Callahan Financial Planning

Callahan Financial Planning guides both individuals and institutions with clear, unbiased financial advice. This team of financial guardians in Omaha is committed to helping you craft and follow a roadmap to your dreams.

At the heart of Callahan Financial Planning’s practice is a principle of independence and objectivity, ensuring that every piece of advice is untainted by conflicts of interest. The firm operates as fee-only fiduciaries, meaning they earn no commissions. This unique approach is part of what makes their financial planning truly special and conflict-free.

The commitment of Callahan Financial Planning is showcased in its wide set of services that include navigating retirement plans, making smart investment choices, reducing income taxes, and planning for a lasting legacy.

By choosing Callahan Financial Planning, you’re not just selecting an advisor; you’re partnering with a team that places your interests first, every step of the way.

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

2. Sterling Financial Advisors

A guiding light for individuals and organizations vying for financial triumph, Sterling Financial Advisors delivers a comprehensive suite of financial and investment planning services in Omaha.

The offerings at Sterling Financial Advisors include estate planning, charitable giving, trust services, investment solutions, portfolio management, and retirement planning, all under the umbrella of their distinctive WorthWhile approach.

Built on a foundation of dedication to its clients, Sterling Financial Advisors combines the innovation and skill of a large firm with the personalized care of a smaller boutique. The firm dives deep into understanding your life, goals, and values to develop strategies aimed at securing the future you dream of for yourself and your loved ones.

In the pursuit of your financial objectives, Sterling Financial Advisors leverages its team’s collective expertise. They conduct meticulous research to select investments that align with your risk tolerance and goals.

Sterling Financial Advisors stands as vigilant guardians of your financial well-being, offering continuous management and advice to brighten your financial horizon and drive you towards your desired outcomes.

Sterling Financial Advisors
3838 Davenport Street
Omaha, NE 68131
Phone: (402) 970-9300
sterlingfinancialworld.com

3. Keystone Financial Services

Keystone Financial Services redefines the essence of private wealth management in Omaha, Nebraska. The firm offers sophisticated services tailored for founders, entrepreneurs, businesses, and families. Established in 1983, Keystone Financial Services has a longstanding tradition of serving both clients and institutions with dedication.

The comprehensive services offered at Keystone Financial Services include legacy estate planning, accounting, employer retirement plans, tax-efficient investing, life insurance strategies, mergers and acquisitions, exit planning, lifestyle and wellness advising, and support for non-profit initiatives.

Aside from its fiduciary responsibility, Keystone Financial Services believes in building relationships, not just portfolios. The firm invests time in understanding your priorities thoroughly before suggesting any solutions. Leveraging cutting-edge wealth management technology, tools, and practices, the team crafts strategies that put your objectives first and foremost.

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

4. Avior Wealth Management, LLC

Avior Wealth Management, LLC is dedicated to more than just managing wealth; the firm is about enriching lives and realizing dreams. Its mission is to help you understand the deeper purpose of your wealth, refine your goals, and craft a deliberate plan to achieve what’s genuinely significant for you and your loved ones.

Avior Wealth Management‘s approach to wealth management encompasses everything from retirement and investment management to tax planning, insurance, cash flow, estate planning, and educational planning for business owners. It excels in helping individuals clearly articulate the purpose of their wealth, facilitating a life filled with purpose. That’s what makes it one of the best financial planners in Omaha.

The commitment provided by Avior Wealth Management, LLC to building relationships based on trust, integrity, and excellence makes them more than financial advisors to their clients; they become trusted friends and confidantes.

Avior Wealth Management, LLC
14301 FNB Parkway, Suite 110
Omaha, NE 68154
Phone: (402) 218-4064
avior.com

5. Homan Wealth Advisors

Established in 2003, Homan Wealth Advisors is a reliable financial planning firm in Omaha, Nebraska. The firm is deeply rooted in a culture of honesty and top-notch service tailored to meet every individual or group’s financial aspirations and life situations.

Homan Wealth Advisors is not just another advisory firm; it’s an independent entity, which means its team of advisors always puts your interests first. This commitment is part of their DNA as a fiduciary, ensuring that your financial well-being is their top priority.

At the helm of Homan Wealth Advisors is Richard Homan, whose partnership with Hancock & Dana, P.C., a respected accounting firm, brings a unique edge to their service.

This collaboration means your financial planning is not just about investments; it’s also about smart tax strategies, giving you a comprehensive approach to reaching your financial milestones.

Whether you’re an individual, a family, a foundation, or a plan sponsor, Homan Wealth Advisors is your ally in navigating your financial journey.

Homan Wealth Advisors
12829 W Dodge Road #202
Omaha, NE 68154
Phone: (402) 763-6401
homanwealthadvisors.com

6. True Measure Wealth Management

Founded by Patrick Tucker in 2001 after a pivotal career shift from a big bank, True Measure Wealth Management was born from a vision to serve as financial caretakers, not salespeople. This vision took full shape when a significant loss transformed Patrick’s approach to financial advising, steering him towards a path of providing true value and direction to his clients.

What makes True Measure Wealth Management one of the best financial advisory firms in Omaha? The firm isn’t about selling; it’s about guiding. Its approach is tailored, considering your personality, lifestyle, and goals to craft a plan that’s uniquely yours.

True Measure Wealth Management encourages clients to tune out the market noise to focus on what matters most to them, fostering a relationship where growth and learning are mutual.

True Measure Wealth Management offers a comprehensive suite of services, from retirement and tax planning to financial literacy and educational planning, all designed to align with your life’s stages and goals.

True Measure Wealth Management
144 S 39th Street
Omaha, NE 68131
Phone: (402) 342-1400
truemeasure.com

7. Carson Wealth

A leading Omaha financial advisory firm that began its journey in a University of Nebraska dorm in 1983, Carson Wealth stands as a beacon of financial wisdom. Founded by a farm kid turned financial guru, Ron Carson, Carson Wealth is steeped in a heritage of resilience and a genuine understanding of what it means to build and preserve wealth.

The team at Carson Wealth doesn’t just offer services; the firm crafts pathways to freedom. Whether you’re starting fresh, gearing up for retirement, or navigating the complexities of wealth in your prime years, they’re here to light the way.

Carson Wealth isn’t just recognized locally; it’s applauded nationally, with accolades from Investopedia, Financial Advisor Magazine, and Barron’s.

Over the years, Carson Wealth has evolved from a one-man mission to a nationally celebrated financial planning powerhouse. It’s a place where clients from varied backgrounds find what wealth truly means to them, guided by a team as invested in their dreams as they are.

Carson Wealth
14600 Branch Street
Omaha, NE 68154
Phone: (888) 321-0808
carsonwealth.com

8. Egermier Wealth Management Group

Egermier Wealth Management Group epitomizes financial guidance with a personal touch. This independent wealth advisory firm in Omaha has cultivated a culture where your goals and dreams are the blueprint for customized financial strategies.

At Egermier Wealth Management Group, it’s all about trust and objectivity. Free from the constraints of sales targets and one-size-fits-all products, its team of advisors offers a breadth of services—from investment management to retirement planning and beyond—tailored just for you.

Egermier Wealth Management Group takes pride in being accountable stewards of your capital, ensuring every piece of advice aligns with your unique circumstances and goals.

Its affiliation with LPL Financial brings the best of both worlds: vast resources and research paired with the care of a boutique firm. With a fee-based planning agreement and over three decades of experience, the commitment of Egermier Wealth Management Group is clear: your interests always come first.

Egermier Wealth Management Group
15606 Elm Street #103
Omaha, NE 68130
Phone: (402) 861-9696
omahafinancialconsultants.com

9. Lifetime Financial Group

Lifetime Financial Group provides financial wisdom for those who prefer a straightforward, genuine approach to managing their wealth. Born from a multi-generational commitment to financial guidance, this leading Omaha financial planning firm stands out for its blend of traditional values and modern financial strategies.

Lifetime Financial Group is about crafting strategies that reflect your individuality. Beyond cookie-cutter plans, the firm offers tailored advice, ensuring your financial strategy resonates with your life goals.

Choosing Lifetime Financial Group means partnering with a team that truly gets personal finance. The firm’s proactive approach is not just about numbers but about forging a path to your financial aspirations with clarity and efficiency.

 The firm prides itself on making complex financial concepts understandable, empowering you to make informed decisions. With a team seasoned in the financial realm, Lifetime Financial Group promises not just solutions for today but strategies that endure through the years.

Lifetime Financial Group
11207 W Dodge Road, Suite 200
Omaha, NE 68154
Phone: (402) 934-7733
lifetimefg.com

10. Unified Legacy Advisors

Unified Legacy Advisors offers more than just retirement planning; the firm guides you to a fearless and enriched retirement life, beyond what you might have envisioned.

Unified Legacy Advisors isn’t just a firm; it’s a financial family. Its family-owned essence infuses deep loyalty and commitment into its service. With them, retirement planning transcends the numbers and investments. It’s about a partnership where you’re supported, understood, and never alone in your decisions.

The approach at Unified Legacy Advisors isn’t about relying on a booming market but creating a unified strategy across five key areas: dependable income, strategic investments, smart tax planning, healthcare readiness, and efficient legacy planning. Their team collaborates with seasoned CPAs and estate planning attorneys to ensure your plan is comprehensive and robust.

Choosing Unified Legacy Advisors as your financial planner in Omaha means stepping into a retirement journey where every facet of your financial life is carefully considered and aligned with your aspirations.

Unified Legacy Advisors
11422 Miracle Hills Drive # 510
Omaha, NE 68154
Phone: (402) 261-7089
unifiedlegacyadvisors.com

Note:

The team behind this compilation of the top 10 wealth advisors in Omaha, Nebraska believes in empowering smart individuals with the knowledge they need to make informed decisions. Our goal is to assist you in finding a financial advisor that perfectly aligns with your specific requirements.

By providing the latest insights, we aim to support your decision-making process in choosing the best wealth advisor in Omaha. We hope you enjoyed this listicle and find it informative in your journey to looking for financial advisors in the region.

Please note that the content provided does not substitute for professional advice. We’re not accountable for any outcomes that may arise from actions taken or not taken based on the information we have shared. It’s crucial to conduct your own research, tailored to your personal situation, before proceeding with any investment.

You’re encouraged to consult with your own advisors in investment, finance, taxes, and law. By reading this information, you agree to release the creators of this content from any liabilities, claims, damages, or costs that may result from your investment decisions.

Searching for an Experienced Business Broker in Omaha, Nebraska?

Peterson Acquisitions is known for its esteemed position in the Omaha business brokers sector, with a history of achievements and a notable industry reputation. They are the country’s top business broker, establishing a strong base of trustworthiness and dependability.

Led by Chad Peterson, their experienced team is on hand to respond to questions and discuss possible partnerships. Thanks to their extensive expertise and knowledge, Peterson Acquisition is adept at handling the business world’s intricate aspects, helping clients succeed.

To discover more about their services and how they can support your goals, please don’t hesitate to get in touch with Chad Peterson.