We Have Listed The Top 10 Financial Advisors In Omaha To Help You Choose The Best Professional For Your Needs.
Address: 17605 Wright Street Omaha, NE 68130
Phone: 402-496-3513
Website: https://orionadvisortech.com/
When it comes to advisor transitions, preparation is the key to success. It can be one of the most rewarding choices an advisor can make in his or her career, but also quite an undertaking. The more prepared you are, the easier it will be to get to the opportunities on the other side. If you are thinking of transitioning your business, contact our team of experts to receive the support, technology tools, and resources you need to get started. Learn how you can establish a thriving, growing, practice while still maintaining an excellent client experience, from advisors who were once in your position and gain best practices to help you get started. Own Your Independence, Own Your Clients Ron Carson, CEO, Carson Group, shares the four strategic paths every advisor must consider and how to choose the path that is best for you and your clients. Stay on the Right Side of Compliance Brian Hamburger, CEO, MarketCounsel, explains what you need to do to get up and running and stay on the right side of compliance. Unleash Your Growth Potential Shannon Spotswood, President, RFG Advisory, explains how to develop your brand, its mission, and its values to set yourself apart and attract new business. Stories of Failures, Successes, and Tricks of the Trade "Make or Break Moments!" Hear real stories from advisors who have made the break - what they learned and what they would have done differently. Navigating Today's Challenges on the Road to Independence This eBook goes through each of the solutions you will need for your firm, including important considerations to think about, and how Orion solutions can help. The Ultimate Marketing Guide for Newly Independent RIA's Build your book of business and have a strong pipeline of clients for your new firm. Learn valuable exercises to set a strong marketing foundation.
Address: 14600 Branch St. Omaha, NE 68154
Phone: 888-321-0808
Website: https://www.carsonwealth.com/locations/omaha-ne-branch-street/
The Carson Wealth financial advisors in Omaha are the top-ranked in Nebraska by Barron’s and include two Barron’s Hall of Fame financial advisors in Ron Carson and Paul West. Our team is on a mission to make the complex simple. That means transparency, trust and true value in everything we do. We serve our clients with extensive financial planning services, specializing in wealth management for business owners, retirees, parents of college students and more. We also offer retirement income planning, trust services, legacy planning and more. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized investment management service with you. You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.
The Certified Financial Planner™ (CFP®)¹ certification is a professional mark conferred to financial planners by the Certified Financial Planner Board of Standards. The CFP® mark is a voluntary certification; earning it demonstrates a practitioner’s commitment to ethics and knowledge in personal financial planning. In the United States, only those who have fulfilled the education, examination, experience, and ethical requirements of the CFP Board of Standards are eligible to become Certified Financial Planner™ professionals. Notably, to become a CFP® professional, a practitioner must²: Duty to Clients: Agree to abide by CFP Board’s fiduciary standard of client care, ensuring client interests are placed first3 Confidentiality: Maintain the confidentiality of all disclosures made by a client to their financial planner4 Clear Expectations: Provide clients with a clear outline of what they should expect from any financial planning or investment advisory relationship engagement4 Knowledge to Serve Clients: Pass the comprehensive CFP® examination covering professional conduct, the financial planning process, and planning for retirement, income tax, investment research and portfolio management, estate & related topics, risk management and insurance, and more2, 5 Working with a financial planner who has earned the CFP® professional certification means one can trust the advice they’re receiving is informed and considers the comprehensive nature of a client’s financial situation, and that recommendations are based on the best interests of the client. All clients of Callahan Financial Planning Company work directly with a dedicated Certified Financial Planner™ professional in San Rafael, San Francisco, and Mill Valley, CA, in Omaha and Lincoln, NE, and in Denver/Centennial, CO. Additionally, all of our work is done with clients on a fee-only basis, therefore we are never compensated by anyone other than our clients, and all of our recommendations are made considering each client’s unique best interest. When beginning a financial planning engagement, each client receives a detailed outline of the costs associated with their financial planning, along with continuous financial planning services that specify the scope of services being provided. This provides clients and prospective clients the assurance of a predictable, high-quality interaction every time they interact with our firm.
Address: 260 Regency Parkway Drive Suite 113 Omaha, Nebraska 68114
Phone: 888-355-2151
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Omaha that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Omaha financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long term care / Medicare planning - Company retirement plans - Social security optimization - Tax efficient investing - Socially responsible investments - Foundations & non-profits - Donor advised funds & charitable trusts - Education / college planning - Cash flow / budget optimization Our office serves clients who live and work in Omaha and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or tax strategy and planning, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events: Omaha Community Foundation Boys and Girls Club of the Midlands Joslyn Castle Non-Profit Association of the Midlands Omaha Community Playhouse
Address: 17330 Wright Street, Suite 205 Omaha, NE 68130
Phone: 402-697-1166
Website: https://www.cambridgeadvisors.net/
We recognize you have many choices when selecting a financial advisor. It can be difficult to determine how each is different and which one is best for you. We appreciate the trust our clients place in us and know they are depending on us to help them reach their goals. We take this responsibility seriously and value the long-lasting relationships we build. Some of the benefits of working with Cambridge Advisors that clients value include the following: - an independent firm responsive to your needs and requests - an investment team of highly qualified individuals providing objective advice free from conflicts of interest - professional management of stocks, bonds, mutual funds and exchange-traded funds - a custom-tailored investment portfolio to meet your specific needs and objectives - face-to-face meetings with the portfolio manager directly responsible for making the investment decisions in your account - time-tested investment management strategies - fee-only investment management services - a high level of personalized service - flexibility - extensive reporting capabilities If our client-focused approach is appealing to you, we invite you to come into our office, meet our advisors, and see if we are right for you.
Address: 13815 FNB Parkway Suite 400 Omaha, NE 68154
Phone: 402-369-7777
Website: https://retiresmartomaha.com/
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy. The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Address: 1926 S. 67th St., Ste. 201 Omaha, NE 68106
Phone: 402-392-2606
Website: https://lawsonkroeker.com/
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. Welcome home. Reflecting on the company’s journey, now 30-plus years in the making, Mr. Kroeker explains that consistency and longevity is what sets the team apart. 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. “When we started we said it would be a permanent firm. Frank and I owned stock in the company and we have sold that to Tom Sudyka and Bruce Van Kooten, both of whom had a strong history with Lawson Kroeker. And they’ve selected a few to sell it to as they move it forward, and it keeps going like that.”
Address: 366 Regency Parkway Omaha, NE 68114
Phone: 402-513-8970
Website: https://www.marinerwealthadvisors.com/locations/omaha-nebraska/
We begin by listening to your greatest joys and challenges and what keeps you up at night. Only then will we thoughtfully choose an advisor we believe will be the best match for you based on your personality and how you think about money and life. Because life is always changing, the financial strategy we create together will change along with it. Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an investment strategy that aligns with your goals and values, you can do all of that at Mariner Wealth Advisors. How Mariner Wealth Advisors is Different Our teams, providing advice to individuals and businesses, are under one roof, including tax planning and preparation, estate planning, specialized business services, institutional cash management, retirement plan solutions, trust services, wealth planning, personal insurance solutions and investments. Your advisor will bring in our experienced, in-house teams to create one, coordinated financial strategy developed specifically for you. This integrated approach is meant to provide the best advice possible, simplify the process and save you time. As one of our clients, we’ll treat you like family and are committed to putting your interests first. Knowing that you have 360° advice designed to last during your life and beyond from an advisor dedicated to advocating for your individual or business needs can make all the difference.
Address: 10050 Regency Circle Suite 515 Omaha, NE 68114
Phone: 402-991-3388
Website: https://www.am1st.com/
We are a financial advisor from the Old School. 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. At December 31, 2021, we managed just over $463 million, mostly for individuals and families. It’s easy to get started on an investment strategy with our QuickStart. You can read our Insights blog for financial planning tips, investment analysis and news about us and our company. As you can see from the descriptions below, your team has a lot of experience. All of us work together to help each client. + Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. + Chartered Financial Analyst® and CFA® are trademarks owned by the CFA Institute.
Address: 15606 Elm St Ste 103 Omaha, NE 68130
Phone: 402-861-9696
Egermier Wealth Management Group is an independent comprehensive financial services firm headquartered in Omaha, NE. While our practice is rooted in Retirement Income Distribution, we have grown to become a firm with the capabilities to help you seek to build your wealth, live your life and aid in the ever important transition into retirement. We are a team of CERTIFIED FINANCIAL PLANNER™ professionals with more than 30 years of experience helping our clients to identify and work towards their goals. Our objective and professional approach allows us to align with our clients free from the pressures of sales quotas and proprietary products. The following is a sample of the services offered by Egermier Wealth Management Group: Investment Management Wealth Planning Retirement Income Planning Risk Management Estate Planning College Savings Planning Business Planning As business owners, we understand that our clients expect us to be accountable stewards of their capital. Taking the time to evaluate your entire financial picture by analyzing your individual circumstances, goals and time horizons, allows us to build a more actionable plan. Our goal is to have you walking out of our offices with a clear understanding of how you will be moving ahead. “Our Business is Based on Trust.”