Fiduciary advisors in Elkhorn, NE

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

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

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

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.