Fiduciary advisors in Nebraska

Ainsworth, Nebraska

Peterson Asset Protection Group is a financial advisory firm in Ainsworth, Nebraska, that works with clients on insurance, retirement savings and income, estate planning, and business planning. The firm emphasizes a team-based approach and personalized attention to understand each client's financial goals, risk tolerance, and family situation. The firm has developed local connections and maintains relationships with affiliated service providers including an insurance and real estate agency and agricultural consulting resources.

Alliance, Nebraska

Independent RIA

Independent Plan Financial, an independent registered investment advisor based in Alliance, Nebraska, has been serving clients since 1994. The firm offers investment planning, asset management, retirement planning, education planning, estate planning, insurance risk management, tax planning, and business owner financial planning, structured around a multi-step consultation and planning process that includes initial goal-setting, detailed plan development, and ongoing plan adjustments. Led by Maverick Churchill, who brings experience in farming, ranching, banking, and entrepreneurship, the firm emphasizes a client-focused approach grounded in long-term diversified investing rather than market timing.

Arnold, Nebraska

ECHO Financial LLC is a financial advisory firm based in Arnold, Nebraska, with a satellite office in North Platte, Nebraska, serving pre-retirees, retirees, high-net-worth individuals, and small business owners. The firm provides portfolio management, retirement planning, risk management, estate planning, tax strategies, Social Security optimization, debt management, and cash flow analysis through a three-step process of discovery, strategy presentation, and ongoing implementation. The advisor works with clients to address financial clarity, debt elimination, and long-term planning aligned with personal goals and values, with an emphasis on client education and open communication.

Aurora, Nebraska

Strong Advisory Group is an investment advisory firm in Aurora, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Beatrice, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Beatrice, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Broken Bow, Nebraska

James M. Clang, Financial Services Professional - Clang Financial is an investment advisory firm in Broken Bow, Nebraska. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Nebraska

Insurance-Based

Northwestern Mutual - Columbus is an insurance-based firm in Columbus, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Elkhorn, Nebraska

DC Retirement Strategies, based in Elkhorn, Nebraska, provides retirement planning and consulting services to businesses, employees, individuals, and families. The firm serves over 110 retirement plans with more than $1 billion in assets under administration as of January 2024. The team includes five financial professionals with credentials including CFP®, AIF®, QPA, and FLMI designations, and holds relevant securities registrations and insurance licenses. The firm was founded in 2007 and offers plan sponsor consulting, participant education, and individual retirement planning services.

Elkhorn, Nebraska

Invictus Strategies, based in Elkhorn, Nebraska, provides wealth management services centered on a three-step planning process: assessing current financial circumstances, identifying future objectives, and developing a customized strategy to bridge the gap. Wesley A. Siebert, a registered financial representative and principal, leads the firm. The firm works with clients across different life stages to establish and adjust financial plans according to individual needs and circumstances.

Elkhorn, Nebraska

Chad A. Horsham is a financial advisor in Elkhorn, Nebraska, offering financial planning with specialization in retirement planning and investment management. He holds the ChFC®, CLU®, LUTCF, and RICP® designations and is a nine-time qualifier for the Million Dollar Round Table. His practice emphasizes understanding client goals and obstacles before developing targeted strategies, with an approach centered on transparency and client comprehension of recommendations.

Elkhorn, Nebraska

Carson Wealth is an investment advisory firm in Elkhorn, Nebraska. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Elkhorn, Nebraska

Rick Havenridge is a financial advisor in Elkhorn, Nebraska who specializes in retirement planning for federal employees, particularly those navigating pension, TSP, and Social Security coordination. He draws on 36 years of experience as a U.S. Postal Service carrier to help federal employees and individuals facing complex retirement decisions understand how their benefits interact and make confident choices at a manageable pace. His approach emphasizes clarity around timing, benefit coordination, and preparing for multiple possible outcomes rather than predicting a single result.

Gothenburg, Nebraska

Spencer Insurance and Investments, Inc., located in Gothenburg, Nebraska, provides insurance analysis and planning services alongside investment guidance grounded in faith-based principles. The firm works with individuals and families to develop financial strategies that align with their values and long-term objectives, offering personalized attention and proactive follow-up to help clients address their financial goals.

Grand Island, Nebraska

Insurance-Based

Zachary Starostka, Financial Adviser - STAROSTKA WEALTH STRATEGIES, L.L.C is an insurance-based firm in Grand Island, Nebraska. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Grand Island, Nebraska

Insurance-Based

Michael C. Hutchinson, Owner - Hutchinson & Associates, LLC is an insurance-based firm in Grand Island, Nebraska. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Grand Island, Nebraska

Schuster Anderson Wealth Advisors is a financial advisory firm in Grand Island, Nebraska, led by President and Senior Wealth Advisor Mike Schuster (MBA, CEPA®, CFP®) and a team including credentialed advisors such as Talia Benson (CDFA®, APMA™) and Jaden Butler (ChFC®, CLU®). The firm provides financial planning, investment management, and business consulting services, operating as a fiduciary partner that coordinates with clients' other professional advisors. Service offerings include retirement planning, business valuation and exit strategies, risk management, charitable giving planning, and wealth distribution strategies.

Grand Island, Nebraska

Fit Wealth Advisors is an investment advisory firm in Grand Island, Nebraska. Services include Financial Planning and Investment Management. The firm specializes in Small Business. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Grand Island, Nebraska

Lutz is an investment advisory firm in Grand Island, Nebraska. Services include Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Grand Island, Nebraska

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Grand Island, Nebraska offering financial planning, investment management, and retirement planning services, with particular focus on estate planning and retirement strategy. The firm uses a process called the Retirement Compass to guide clients through financial planning with attention to tax efficiency. Founded by principals who transitioned from larger corporations, the firm provides personalized financial plans and holistic advisory services. Insurance products are offered through separately licensed agents rather than directly through the firm.

Grand Island, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Grand Island, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Hastings, Nebraska

Principal Financial Group is a Hastings, Nebraska-based firm offering insurance analysis and investment management services, with a focus on insurance planning. The firm, led by Cameron Brei and Bill Sabatka, provides education and resources on insurance, investing, retirement, estate planning, and wealth preservation strategies.

Holdrege, Nebraska

Peer Group is a business advisory firm in Holdrege, Nebraska with over 30 years of experience offering planning, marketing strategy, and financial management consulting. The firm provides services including strategic planning, operational optimization, budgeting, forecasting, and financial analysis, along with a structured consulting process that includes gap assessment, comprehensive reporting, project planning, cost analysis, and implementation scheduling. The firm emphasizes selective client engagement and personalized guidance to support business growth and long-term financial success.

Kearney, Nebraska

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Kearney, Nebraska offering investment management, retirement planning, and estate planning services. The firm was founded by former corporate advisors and employs a process called the Retirement Compass to develop personalized financial plans with attention to tax efficiency. Investment advisory services are provided through Stonebridge Wealth Systems, LLC, while insurance products are offered separately through individually licensed agents. The firm participates in training programs with Ed Slott and Company and the Dave Ramsey SmartVestor network.

Kearney, Nebraska

Five Points Financial Services in Kearney, Nebraska provides financial planning and investment management services through a fiduciary advisory program with no conflicting financial interests in security selection. The firm emphasizes a structured investment process that includes goal identification, strategy development, policy documentation, and ongoing portfolio monitoring, utilizing a team approach and access to institutional-class fund costs through TD Ameritrade Institutional. The advisors hold professional certifications recognized for competence and ethical standards in financial planning and commitment to client-focused wealth management.

Lincoln, Nebraska

Stonebridge Wealth Systems, LLC is an investment advisory firm in Lincoln, Nebraska. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

Lincoln, Nebraska

Fee-Only

Pittenger & Anderson, Inc. is an investment advisory firm in Lincoln, Nebraska. It acts as a fiduciary. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Compensation is on a fee-only basis. Service options include online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lincoln, Nebraska

Raymond James & Associates is an investment advisory firm in Lincoln, Nebraska. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lincoln, Nebraska

Insurance-Based

Willeke Financial Group, LLC, based in Lincoln, Nebraska, is led by Craig Willeke, a CFP® and LUTCF with over 20 years of experience in financial services since 2003. The firm offers financial planning and insurance analysis with a focus on insurance planning, serving healthcare professionals and business owners. Craig combines training in psychology and occupational therapy with his financial expertise to address behavioral finance and tax planning, emphasizing efficient, automated strategies designed to require minimal ongoing effort once clients are on track.

Lincoln, Nebraska

Insurance-Based

Bradley G. Brodersen is a registered representative with New York Life operating in Lincoln, Nebraska, offering financial planning and retirement planning services through both fee-based advisory and commission-based insurance product arrangements. He provides guidance on protecting and securing financial futures, with clients able to engage him for investment advisory services, insurance products, or both. Brodersen is active in his local community and available to discuss customized financial strategies.

Lincoln, Nebraska

Overland Wealth is a financial advisory firm based in Lincoln, Nebraska that serves investors across diverse backgrounds. The firm's approach centers on three core principles: understanding clients' individual circumstances, providing them with tools to manage their financial decisions, and conducting ongoing monitoring to assess strategy implementation. They offer guidance on investment planning, retirement reimagining, and general financial planning, accepting clients at various life stages and circumstances.

Lincoln, Nebraska

Strategic Legacy Advisors, Inc. is a financial planning firm founded in 1996 by Mike and Royce, based in Lincoln, Nebraska. The firm offers estate planning strategies and financial planning services with emphasis on tax, business, and estate planning matters alongside wealth management and retirement planning. The firm's approach centers on comprehensive planning across multiple financial decision areas to serve clients' personal and business needs.

Lincoln, Nebraska

Tomorrow's Money is an investment advisory firm in Lincoln, Nebraska. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 12 Google reviews.

Lincoln, Nebraska

Tandem Financial Team LLC, based in Lincoln, Nebraska, offers financial planning services. Co-founder Nathaniel Workentine holds a Retirement Income Certified Professional designation from the American College and specializes in retirement income strategy, while team member Megan brings over 15 years of financial services experience. The firm serves families seeking to protect their assets and work toward their financial objectives.

Norfolk, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Norfolk, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Norfolk, Nebraska

Adam Olson is a Certified Financial Planner with Mutual of Omaha based in Norfolk, Nebraska, serving clients nationwide who are within 5–7 years of retirement. He offers financial planning, investment management, insurance analysis, and estate planning, with particular focus on pre-retirement income strategies, tax-efficient approaches, and risk management for individuals over 55 with substantial savings. His practice emphasizes coordinated planning across retirement income, investments, insurance solutions, and legacy considerations, and operates both remotely and through licensed office locations.

Omaha, Nebraska

Stevens Capital Partners (Certified Financial Planner) is an investment advisory firm in Omaha, Nebraska. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 48 Google reviews.

Omaha, Nebraska

Fee-Only

Cambridge Advisors is a fee-only fiduciary firm in Omaha that provides financial planning and investment management services. The firm uses a process called the Personalized A.I.M. System to assess each client's circumstances and develop customized strategies, with the flexibility to adjust as situations change. The team deliberately limits client relationships per advisor to ensure availability and personalized attention, and brings combined experience of over 80 years to their work.

Omaha, Nebraska

Avant-Garde Wealth Partners is a financial planning and wealth management firm based in Omaha, Nebraska. The firm offers investment management and financial planning services, with a stated approach emphasizing personalized planning that accounts for individual circumstances, life stages, and relationship dynamics. The firm provides clients with online account access through Investor 360° for consolidated statements and account details.

Omaha, Nebraska

Independent RIA

JFC Advisor Network is an independent RIA consortium based in Omaha, Nebraska, serving as a network for affiliated financial advisors. The firm operates under LPL Financial's corporate RIA and regulatory structure while allowing member advisors to maintain independent ownership and practice control. JFC provides operational support, succession planning guidance, and business development resources to its affiliated advisors, drawing on 30 years of industry experience supporting financial professionals and institutional relationships with banks and credit unions.

Omaha, Nebraska

Trusted Wealth Partners is an investment advisory firm in Omaha, Nebraska. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Omaha, Nebraska

Lind Financial Services is a Nebraska-based firm founded in 1997 by Steve J. Lind, CFP®, now operating as a multigenerational practice with his son Zachary Lind also serving as a financial advisor. The firm offers retirement planning, investment management, tax planning, and estate planning support under a fiduciary standard, using a four-step process that begins with an introductory conversation and proceeds through discovery, customized plan design, and ongoing guidance. Steve Lind holds over 35 years of experience in financial advisory, while Zachary positions himself as a lifestyle financial advisor focused on integrating financial planning with overall well-being.

Omaha, Nebraska

Focus Wealth Management is a fiduciary registered investment adviser based in Omaha, Nebraska, offering investment management and wealth planning services across multiple life stages from accumulation through retirement. The firm emphasizes client education and transparent financial guidance, conducting initial financial analysis at no cost and developing customized plans that address evolving needs, risk tolerance, tax efficiency, and retirement income strategies. Their process guides clients from pre-retirement planning through the transition into retirement and beyond, with particular focus on helping retirees structure reliable income streams and manage spending in retirement.

Omaha, Nebraska

Independent RIA

Cornerstone Financial Group, LLC is an independent ria firm in Omaha, Nebraska. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Omaha, Nebraska

Raymond James & Associates is an investment advisory firm in Omaha, Nebraska. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Omaha, Nebraska

Harris & Davis Financial Advisors, based in Omaha, Nebraska, provides retirement planning and investment management services to clients seeking to understand and address their financial risks. The firm takes a client-centered approach that emphasizes understanding each person's unique circumstances, values, and objectives before developing a strategy. The team reports building relationships through education and aims to help clients feel confident about their financial planning process.

Omaha, Nebraska

Hightower Omaha offers financial planning and investment management services to individuals, families, business owners, and corporate executives in the Omaha area. The firm operates as a fiduciary and builds customized investment strategies based on client risk tolerance, goals, and circumstances. The team uses a collaborative coaching approach and accesses investment solutions from multiple providers rather than proprietary products.

Omaha, Nebraska

Jimmy Sweeden, RetirePath Advisors, Thrivent Advisor Network is an investment advisory firm in Omaha, Nebraska. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Omaha, Nebraska

Feltz WealthPLAN is an investment advisory firm in Omaha, Nebraska. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 17 Google reviews.

Omaha, Nebraska

Virtue Wealth Counsel, LLC is an investment advisory firm in Omaha, Nebraska. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Omaha, Nebraska

Asset Strategies is an investment advisory firm in Omaha, Nebraska. Services include Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 49 Google reviews.

Omaha, Nebraska

Guardian Kansas City Agency is an insurance and financial services firm operating through Guardian Life Insurance Company of America, offering comprehensive planning and product access to individuals, families, and businesses. The firm's team includes registered representatives and financial advisors licensed through Park Avenue Securities LLC, with specialties spanning retirement planning, disability income, and business owner services across markets including medical and dental professionals. Located in Overland Park, Kansas, the agency works collaboratively with clients' legal and accounting advisors to develop integrated financial strategies.

Omaha, Nebraska

Ryan Holt - Mutual of Omaha Advisor is an investment advisory firm in Omaha, Nebraska. Services include Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Ord, Nebraska

Insurance-Based

Cooper Tonniges - Northwestern Mutual is an insurance-based firm in Ord, Nebraska. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Papillion, Nebraska

Mark Street Financial is a financial advisory firm in Papillion, Nebraska, with a team led by managing partners Liz Williams (CFP®) and Stephen Abels (FSA, MAAA), along with financial advisors Paul Folkers (CFP®, ChFC, CLU) and James Williams serving as Chief Operating Officer. The firm offers financial planning and advisory services, with particular expertise in estate planning, and is supported by a client service and operations team. Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer, while investment advisory services are provided through Cambridge Investment Research Advisors, a federally registered investment adviser.

Stuart, Nebraska

Kaup's Tax & Wealth Management is an investment advisory firm in Stuart, Nebraska. Services include Financial Planning, Insurance Analysis, Investment Management, and Tax Planning. The firm specializes in Wealth Management. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Valentine, Nebraska

Schuster Anderson Wealth Advisors is a financial advisory firm in Valentine, Nebraska, led by President and CEO Mike Schuster (MBA, CEPA®, CFP®) with a team that includes certified financial planners and advisors holding credentials such as ChFC®, CLU®, and CDFA®. The firm offers financial planning, investment management, and business consulting services, working collaboratively with clients' other professional advisors to address retirement planning, business valuation and exit strategies, risk management, charitable giving, and wealth distribution. The firm operates as a fiduciary partner and manages investment portfolios as part of its comprehensive wealth strategy offerings.

York, Nebraska

Benjamin Wealth Group is an insurance and financial services firm located in York, Nebraska, offering estate planning, financial planning, and insurance analysis services with a focus on insurance planning. Led by advisors Ben Santo and Ben Garrett—who holds Series 6, 7, 63, and 66 securities licenses plus multiple insurance licenses—the firm serves farming families, business owners, and individuals seeking retirement income planning and estate planning assistance. The team includes licensed support staff and administrative personnel to manage client accounts and service requests.