Fiduciary advisors in Omaha, NE

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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.