Fiduciary advisors in Lincoln, NE

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

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

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.

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

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

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

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.