The Best Financial Advisors in Omaha

Here is our List of the 10 Omaha Financial Advisor
America First Investment Advisors LLC

We are a financial advisor from the Old School. Unlike others, we do our own investment management and research and give clients the same advice we’d give a member of our own family.

Our company was founded in Omaha in 1994. Today, we are a privately-owned firm with offices in the Regency One Building.

A management fee is our only source of income. We don’t sell annuities or any other products that might conflict with the best interests of our clients.

Services

  • Investment Management
    Learn what an investment manager does and how professional management can be an advantage. See how our rational, understandable investment strategy can give you the confidence to stick with your financial plan during volatile times.
  • Retirement Planning
    Retirement planning leads to a lot of questions. Do you have enough money to retire? How do you create income for living expenses? What should you do with your retirement plan at work? What are Required Minimum Distributions, and how do they work?
  • Why America First Investment Advisors?
    See how our Old School approach to financial planning & investment management sets us apart. As a fiduciary, we put your interests ahead of our own. Our advice to you will be the same that we’d give a member of our own family.
10050 Regency Circle Suite 515 Omaha, NE 68114
Bridges Investment Management

At Bridges Investment Management, we value relationships. Our corporate structure allows us to focus on what makes you unique. By working to understand your interests, life situation, aspirations and investment expectations, we develop a customized wealth management strategy across multiple asset classes, including, but not limited to, equities, fixed income and cash equivalent/money market instruments.

From high net worth families and individuals to public charities, we help our clients manage their investments, while providing personalized, supportive service. And we look forward to partnering with you.

We recognize opportunity during various market conditions, critically evaluate hidden risks, anticipate change and allocate capital based on fundamental, independent and objective analysis. We think forward in everything we do, from developing long-term investment strategies to managing portfolios to providing exceptional, proactive service.

Services

  • INVESTMENT MANAGEMENT
    You invest with us. We invest in your family’s future with multigenerational wealth planning. Our team of wealth management professionals applies decades of investment experience to develop long-term investment strategies specific to your goals.
  • STRATEGIC PLANNING
    We also offer the ability to combine our investment management services with strategic planning to identify and develop strategies that help meet your specific goals and objectives.
13333 California Street, Suite 500 Omaha, NE 68154
Cambridge Advisors Inc.

Cambridge Advisors is an independent, fee-only registered investment advisor. Our team of highly-educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets.

As the trend towards fee-only advice from a registered investment advisor is gaining popularity amongst investors and advisors, we have always operated under this optimum arrangement since our inception more than 25 years ago.

Gaylan Abood founded Cambridge Advisors on January 1, 1990 to provide a high level of personal service to investment management clients, a quality he felt was lacking in brokerage firms and bank trust departments.

Services

  • INVESTMENT MANAGEMENT
    At Cambridge Advisors, we recognize that every client is unique. We spend time with you – the kind of time that other financial consultants can’t give to individual clients.
  • COMPREHENSIVE FINANCIAL PLANNING
    Financial planning is included in our investment management services as we believe that a good investment plan is based on a solid financial plan. We work closely with our clients to help them define their goals and then we develop a plan to help them achieve their goals.
  • RETIREMENT PLANNING
    For most of our clients, enjoying their retirement is a main objective in why they choose a relationship with Cambridge Advisors. If retirement is still years away, we can help you see if you are saving enough for the retirement you envision.
  • RETIREMENT PLANS
    Medical practices, professional offices and small businesses understand that retirement plans are an important benefit in attracting and retaining key employees.
17330 Wright Street, Suite 205 Omaha, NE 68130
Curnes Financial Group

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about the services we offer click the links below and allow us to be “Your Partner for Life’s Financial Journey”.

Our firm’s main objective is to provide the very best financial guidance and service for our clients. We have over 175 years of combined experience working in financial services, and our team approach provides our clients with many benefits.

Working together, we are able to offer our clients a higher level of financial advice, service, and communication, than they could receive from any one financial advisor.

Services

  • Wealth Management
  • Planning for Retirement
  • Deciding When to RetireInsuring Your Future
  • Estate Planning
  • College Planning
  • Exclusively for Employers
  • Exclusively for Physicians
9900 Nicholas St. Suite 360 Omaha, NE 68114
Financial Results Group, LLC

Financial Results Group of Omaha, NE, is a financial services firm serving a select group of clients across the country. At Financial Results Group, we go beyond simple wealth management by specializing in integrated financial planning – building a strategic plan that seeks to maximize the way each client’s investments, insurance, and estate plan work together.

At Financial Results Group, we get to know our clients well. We ask questions and take the time to listen and study both their personal and financial situation. We take immense pride in and value our trusted relationships with clients. This trust often extends to the next generation to create a coordinated, multi-generational legacy plan.

The Managing Member, Bruce Zirpel, began his career in 1993 with a Fortune 500 company until forming the independent financial planning practice known as Financial Results Group in 2004.

Financial Results Group has been providing comprehensive financial planning services for nearly two decades. We are a financial services and consulting firm dedicated to helping clients build wealth and preserve hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients, not a parent company.

Services

  • GOAL-BASED PLANNING
  • RETIREMENT PLANNING
  • ESTATE PLANNING
  • EDUCATION PLANNING
  • INVESTMENT MANAGEMENT
  • RISK MANAGEMENT
1819 N. 169th Plaza, Suite B Omaha, NE 68118
Freelance Financial Planning LLC

You turned your passion into a career. Now it’s time to build a secure financial future for you and the people you love.

Take the next step toward financial security with Freelance Financial Planning. Before I was a financial planner, I was a professional opera singer. I use that experience to help freelancers, contractors, and business owners achieve their own financial goals.

With a knowledgeable partner to help you get organized, make a plan, and stay on target, you can take the next step toward securing your financial future and spend more time doing what’s meaningful to you.

Freelance Financial Planning founder Ben Henry-Moreland trained as an opera singer and performed professionally around the Midwest, New England, and Europe. He has worked in the financial services industry since 2012, serving with two Boston-based investment advisory firms before launching Freelance Financial Planning in 2017.

Services

  • Planning Partnership
    A comprehensive approach to your financial security, with year-round strategy and support.
  • Investment Management
    An add-on option for Planning Partnership clients who want hands-on professional management of their savings for retirement and other goals.
  • Project Plan
    A flexible solution for those with specific one-time goals (like paying off debt, choosing a health insurance plan, or saving for a down payment on a home) or DIYers who prefer to take action on their own.
Heartland Financial Solutions

Money doesn’t define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what’s truly important in your life.

It’s tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.

That’s our job – to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family.

We’re a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we’ve got your back. We’ll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.

Services

Financial Planning

  • Helping you create a path to your goals
  • Consistent with your values
  • A plan you can follow with confidence
  • Coaching and education
  • Business succession strategies, retirement plans, benefit plans

Insurance

  • Life (individual and group)
  • Disability (individual and group)
  • Business Overhead Expense
  • Long-term care (individual and group)
  • Critical illness
  • Key person
  • Buy-Sell (business succession)
  • Health (group)

Investments

  • Mutual Funds, Stocks, Bonds
  • Education funding (529 plans)
  • Annuities
  • Managed money
  • Real estate investment trusts (REITs), alternative investments
11902 Jake Circle Bellevue, NE 68133
Hiley Hunt Wealth Management, Inc.

The true measure of wealth is not the sum of your financial assets, but the life experiences made possible by those assets. We work with you to define your values, develop goals, and create a unique plan for your finances.

We don’t receive any commissions on the actions we take on our clients’ behalf. Our only compensation comes directly from our clients – which means that no other financial incentive is provided by any institution. This model, also called fee-only financial planning, minimizes conflicts of interest.

We typically engage with clients in an on-going capacity where coordinated financial planning and investment management services are rendered in a continuing agreement.

Services

  • Financial Planning
    We serve our clients by offering coordinated wealth planning. Thoughtful, on-going, financial planning is achieved through a systematic review of each element of your financial picture. These services are listed below.
  • Investment
    We believe that successful portfolio management begins with you and seek to create individual portfolios by learning about our clients’ needs and goals.
  • Resource Coordination
    We maintain relationships with tax, insurance and estate-planning professionals who maintain the same client centered standards that we hold ourselves to.
9850 Nicholas St. #315 Omaha, NE 68114
Homan Wealth Advisors

Homan Wealth Advisors is proud to be a founding member of Buckingham Strategic Partners (formerly the BAM ALLIANCE), one of the largest groups of independent advisors in the United States.

The targeted support and day-to-day resources provided to member firms of Buckingham Strategic Partners means advisors at Homan Wealth Advisors are able to remain focused on your needs and constantly striving to provide service that exceeds your expectations.

Our goal is to bring a sense of calm and confidence to our clients’ lives. It’s the kind of confidence that comes with working with an advisor whose decisions are based on evidence and fact, not emotions or opinions.

Most of all, it’s the kind of confidence that comes from working with an advisor who is part of an independent advisory group that manages or administers more than $36.19 billion* in assets.

The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

Our firm’s founder and president, Richard Homan, is a partner with Hancock & Dana, P.C., a leading regional certified public accounting firm serving clients throughout the U.S. Our collaboration with the tax experts at Hancock & Dana is an invaluable asset to our clients’ long-term financial plans.

Services

  • INVESTMENT STRATEGY
  • BUSINESS MODEL
  • RETIREMENT PLANS
  • INSIGHTS
12829 West Dodge Road, Suite 202 Omaha, NE 68154
Lawson Kroeker Investment Management

Lawson Kroeker is an investment management firm founded in Omaha in 1986, now in its third generation of ownership. Our founders, Frank Lawson and Ken Kroeker, believed that a thoughtful, consistent and diligent approach would serve clients best.

Today, we still believe this philosophy is a cornerstone to your success. We are a team of “thinkers,” remaining true to focused, long-term investing and financial planning solutions that can help you build and preserve your wealth.

Our team isn’t swayed by the ups and downs of Wall Street – but instead, we deliver the Midwestern work ethic and build the customized portfolio we know our clients deserve.

Being an independent firm means we can really listen and think about what investments are truly appropriate for clients. Our success comes from being deliberate, independent and specialized in an increasingly commoditized industry. Welcome to Lawson Kroeker Investment Management.

As an independent firm, we can consider what investments make sense for the longer term, rather than for the next reporting period. Now in our third generation of ownership as an independent firm. We have the talent here for success on Wall Street or either coast, but we choose to live and practice our profession here in Omaha.

This foundation of longevity isn’t a trend or an emerging idea. Mr. Kroeker explains that this philosophy has been in place since the company was founded in the 1980s alongside Frank Lawson.

450 Regency Parkway, Suite 410 Omaha, NE 68114

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria