2021-2022 RANKING & REVIEWS
BEST OMAHA WEALTH MANAGEMENT FIRMS
Finding the Top Omaha Financial Advisors & Investment Managers for Our 2021-2022 Ranking
The city of Omaha is the largest in the state of Nebraska and acts as an anchor to the bi-state Omaha-Council Bluffs metropolitan area with nearly 1 million residents. This makes it a perfect place for a top financial advisor in Omaha to set up shop.
If you’re trying to plan for a comfortable retirement, need help growing your savings, or are planning to fund a child’s education in the future, an Omaha financial planner can be a big asset.
Financial planners and wealth management firms have teams of experts that understand the markets, how to balance risk versus reward, and can give you an expert objective opinion when it comes to your finances.
Because Omaha financial planners can have a big impact on your life, it’s important to choose one that is a good fit for your needs and that you can trust completely. But where do you begin?
A great place to start when seeking Omaha financial planning is a ranking of the best in the city, like this one.
To create this ranking of the best wealth management firms in Omaha, the AdvisoryHQ team has looked over multiple firms and reviewed criteria such as fee structure, fiduciary pledge, range of service offerings, and more.
Each of the firms on this list of top financial planners in Omaha has met stringent standards to gain a place in this ranking. So, when narrowing down your options for a financial professional to trust, you know you’ll have a great starting point by looking at the firms below.
Award Emblem: Top 9 Best Financial Advisors in Omaha, Nebraska
Top 9 Best Financial Advisors in Omaha, NE | Brief Comparison & Ranking
|Best Omaha Financial Advisors||2021-2022 Ratings|
|America First Investment Advisors, LLC||5|
|Bridges Investment Management||5|
|Frontier Wealth Management||5|
|HK Financial Services (HKFS)||5|
|Cambridge Advisors, Inc.||3|
|Curnes Financial Group||3|
|Homan Wealth Advisors||3|
Table: Top 9 Best Financial Advisor in Omaha, NE | Above list is sorted by rating
Is There a Difference Between a Fee-Based and Fee-Only Financial Planner in Omaha?
Financial advisors work under two main types of fee structures, “fee-based” and “fee-only.” It’s important to know the difference between these two when you’re looking for an Omaha financial planning professional.
Fee-Based Omaha Financial Advisors
A fee-based Omaha wealth management firm may receive compensation in the form of commissions or incentives from companies that sell financial products, in addition to receiving client fees.
Best Financial Advisors in Omaha, NE
Because this arrangement can cause a potential conflict of interest, many fee-based firms are fiduciaries to counteract this. A fiduciary takes on a legal obligation to be transparent and to always act in the client’s best interests.
Fee-Only Omaha Financial Advisors
A fee-only financial planner in Omaha does not accept any 3rd party commissions or financial incentives from sales of financial products. The only compensation this type of advisor receives is client fees. Fee-only is considered an indication of a high level of ethical standards.
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2021-2022 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review—Best Omaha Wealth Management Firms
Below, please find the detailed review of each firm on our list of 2021-2022 top Omaha financial planners. We have highlighted some of the factors that allowed each Omaha financial planner and wealth management firm to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm. The list is sorted by rating.
- America First Investment Advisors, LLC
- Bridges Investment Management
- Foster Group
- Frontier Wealth Management
- HK Financial Services (HKFS)
- Lutz Financial
- Cambridge Advisors Inc.
- Curnes Financial Group
- Homan Wealth Advisors
Click below for previous years’ rankings:
- 2019 Review: Top 8 Best Financial Advisors in Omaha, NE
- 2018 Review: Top 9 Best Financial Advisors in Omaha, NE
- 2017 Review: Top 8 Best Financial Advisors in Omaha
- 2016 Review: Top 8 Best Financial Advisors in Omaha
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America First Investment Advisors, LLC Review
America First Investment Advisors, LLC (AFIA) was founded in 1994 and is a privately-owned fee-only financial advisor in Omaha, NE. The firm works mainly with individuals and families and manages nearly $400 million in assets.
These top-rated financial planners in Omaha keep things simple and state that the advice given is the same that advisors would give a member of their own family.
Key Factors That Enabled America First Investment Advisors to Rank as One of the Best Wealth Management Firms in Omaha
Fiduciary & Independent Firm
As a fiduciary, America First Investment Advisors makes a pledge to clients to serve their best interests first and foremost. Fiduciaries are bound by law to always place the client’s financial interests ahead of their own.
Because America First is an independent and privately-owned financial advisor in Omaha, NE, its advisors are free to select asset investments from a wide range of options.
Whether the investment originates with a company on the other side of the world or just a state away, the Omaha financial advisors at America First have the freedom to diversify your portfolio from a larger range of opportunities than a less independent firm.
When you visit the service pages of this Omaha wealth management firm, you’ll experience its pledge to keep things simple and give straight-forward advice.
For example, on the firm’s page for retirement planning services, you’ll find advice regarding the best investments and why the firm’s advisors believe annuities aren’t such a good choice for those planning for retirement.
For those that want uncomplicated and comprehensive Omaha financial planning, they’ll find America First to be a welcome departure from sites with multiple options, which may be confusing.
This Omaha financial planner offers services in two main areas:
- Investment Management
- Retirement Planning
America First Investment Advisors | Top Omaha Financial Planners
The experienced team at America First hold credentials such as Chartered Financial Analyst® and Certified Financial Planner™. So, clients know they’re working with a highly qualified team for their financial planning and investments.
With a simple approach that’s comforting to many clients and a dedication to straight-forward advice, America First Investment Advisors solidifies its 5-star rating. This is a top Omaha financial planner to consider.
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Bridges Investment Management Review
With a value on relationships and customized guidance, Bridges Investment Management is a top Omaha wealth management firm that works with high-net-worth families and individuals as well as public charities.
The firm is a fiduciary and fee-only, stating in its ADV: “We do not receive compensation or other economic benefit from other entities for providing you with investment management.”
Key Factors That Enabled Bridges Investment Management to Rank as a Top Omaha Financial Planner
The team at Bridges Investment Management has the expertise to work with clients in a number of areas of their financial life and provide strategic planning services.
By combining strategic planning with its investment management services, clients gain the benefit of a fully holistic strategy, with both areas working together towards their goals. These financial planners in Omaha can also work with other professionals you use such as tax and legal advisors.
You’ll find the following strategic planning areas available when working with this fee-only financial planner in Omaha:
- Retirement Planning
- Estate and Legacy Planning
- Philanthropic Planning
- Tax Planning
Robust Investment Management Services
Investment management is an area of expertise for Bridges. The firm has a team of professionals with decades of experience developing long-term portfolio strategies to meet clients’ needs and objectives.
Asset allocation plans are customized for each client and can be specific to audience groups such as seniors, future generations, endowments, and young professionals.
Some of the investment philosophies that drive the success of this top-rated financial advisor in Omaha include:
- Seek to minimize risk
- Valuation and quality consideration are top elements in the investing process
- Deep knowledge of securities and forward-thinking, opportunistic mindset
- Think like business owners, not traders
- Focus on transparency, control, flexibility, accountability, and efficiency
The advisors at Bridges Investment Management value long-term relationships and truly getting to know what makes each client tick. The firm has a dedication to providing proactive and exceptional service.
For high-net-worth families and individuals, this is a firm that understands how to cater to their needs and offer strategic advice for complex finances.
Foster Group Review
Foster Group was founded in 1989 and is a fee-only financial advisor in Omaha, NE that has a values-driven approach. It’s also one of approximately 135 firms globally that hold a certification as a registered fiduciary through The Centre For Fiduciary Excellence (CEFEX).
These top Omaha financial planners serve clients from two offices, one in Omaha, Nebraska, and the other in West Des Moines, Iowa.
Key Factors That Enabled Foster Group to Rank as One of the Best Omaha Financial Advisors
Independent & Privately Held
Foster Group is an independent, fiduciary, fee-only financial planner in Omaha. Each of these designations provides value to clients in a variety of ways and sets a foundation of trust and objectivity.
Here’s what each designation stands for:
- Independent: Foster is independent and privately held. This means the advisors at this Omaha wealth management firm are free to make unbiased decisions about your account without being influenced by other entities.
- Fiduciary: This Omaha financial planner is legally obligated to put your interests first, even ahead of the firm’s. Foster Group goes a step beyond other firms by being a registered fiduciary through CEFEX.
- Fee-Only: Foster does not receive commissions, incentives, or bonuses from third parties. This means you can be assured that the advice you receive from your financial advisor in Omaha is completely objective.
Foster Group | Top-Rated Omaha Financial Advisors
Committed to the Long Term
You don’t have to worry about being given a template portfolio and then never updated again. This Omaha financial planning firm nurtures long-term relationships with each investor and plans to be there for you and have your back for years.
During the first interview, Foster’s financial advisors take the time to get to know each client as well as the client’s values, financial goals, financial relationships, and investment objectives. This allows these expert financial planners in Omaha to make recommendations personalized for a more successful outcome.
Foster Group also coordinates with your existing team of consultants (tax, insurance, etc.) to ensure a fully integrated strategy that’s optimized and working for you over the decades.
Foster Group’s motto is “Your financial life, Truly Cared For®” and it’s the level of caring that makes this one of the top wealth management firms in Omaha. This team is truly dedicated to each clients’ success.
With a full range of services and a team-based approach, Foster Group earns a 5-star rating as one of the best financial advisors in Omaha, NE to consider for your financial planning needs.
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Frontier Wealth Management Review
Frontier Wealth Management is a private fee-only Omaha financial planning and wealth advisory firm that uses a team-centric approach. The firm has seven offices throughout the U.S. located in Nebraska, Colorado, Missouri, Kansas, and Georgia
This top-rated financial advisor in Omaha creates tailored financial strategies for individuals, families, and busy professionals with a goal to simplify their lives and empower them with confidence.
Key Factors That Enabled Frontier Wealth Management to Rank as One of the Top Omaha Financial Advisors
Expertise in a Full Range of Services
Customization is the norm for Frontier’s advisors, and they understand that no two clients have the same needs or objectives. This Omaha wealth management firm offers a wide range of financial solutions, each of them custom-tailored.
In-house specialists with decades of experience and an open, authentic approach are just a few of the hallmarks of this expert financial planning firm.
Among the full range of customized services that you can expect when working with this Omaha financial planner are:
- Financial planning
- Tax planning
- Alternative investments
- Investment Management
- Executive compensation
- Business succession
- Wealth transfer
- Corporate retirement plans
To better serve clients, Frontier Wealth Management advisors adhere to several core values. These values are the guiding star for all the firm’s efforts, from designing tailored plans to building meaningful, long-lasting relationships.
The core values you’ll find when working with this top-rated Omaha financial planner include:
- Transparent: The firm’s advisors will always be clear, open, and accountable, ensuring clients know the “why and how” of each recommendation.
- Engaged: Open communication and trust are two of the foundations for each client relationship, and this includes being connected and collaborative.
- Resourceful: Being innovative, creative, and using a team-centric approach helps this team of Omaha financial planners remain resourceful for clients.
- Advocates: Your Frontier Wealth advisor will go to the greatest lengths to help you reach your financial objectives and personal aspirations.
Frontier Wealth Management uses a unique approach that couples financial advisors with in-house specialists to craft the best financial strategy for clients. Whether simple or complex, this team has the expertise to refine a direct path to goal achievement.
With a client-centric philosophy and a wide range of educational resources, including infographics, Frontier Wealth Management has earned a spot as a top financial advisor in Omaha. We’ve rated the firm with 5 stars.
HK Financial Services Review
With a holistic approach and a mission to help clients achieve their goals, HK Financial Services (HKFS) is a large fiduciary, fee-based Omaha wealth management firm. It has 13 offices throughout the country, including the one in Omaha.
Founded in 1995, this Omaha financial planning firm finds that when tax planning is paired with financial strategies, clients gain the most benefit. HKFS coordinates with CPAs to ensure investment, insurance, and retirement planning are all done tax-efficiently.
Key Factors That Enabled HK Financial Services to Rank as a Top Omaha Financial Planner
Independence & Fiduciary Commitment
As an independent firm, HKFS has the freedom to suggest the best investments for its clients without any outside influence.
Equally as important is the firm’s fiduciary commitment, meaning that both the firm and its Omaha financial advisors will always put the best interests of the client first, even ahead of the firm’s.
This fiduciary commitment eliminates many of the inherent conflicts of interest that fee-based firms might have, making HKFS stand out among competing fee-based financial advisors.
Robust Offering of Services
The HKFS team is a big believer in integrating multiple financial services into one cohesive strategy and ensuring that tax efficiency is infused in the plan. This top Omaha wealth management firm offers a wide array of services all under one roof.
Clients can benefit from the following financial services:
- GPS Planning: The firm’s “Guidance, Planning, Strategy” tool, GPS, illustrates your entire financial picture and connects you to valuable insights
- Asset Management: Integrates tax and investment planning for a holistic approach to financial protection and growth
- Retirement Plan Services for Businesses: Through collaboration with your CPA, HKFS advisors will ensure your retirement plan is as efficient as possible
- Risk Management: Utilizes a team of insurance professionals to match clients with the best product for their needs to reduce risk
- Estate Planning: Helps clients ensure that their estate will be taken care of in the future through thoughtful will planning
- Retirement Planning for Individuals & Employees: Addresses retirement challenges, including having enough assets for your desired standard of living
- Tax Planning: Working with tax advisors to ensure financial planning is performed with an understanding of tax implication
For those investors looking to ensure tax strategies are fully integrated with their financial planning, HKFS will be a top choice among Omaha financial advisors. The firm recently became a part of Blucora, a company that offers a full range of tools and services for tax-advantaged investing.
With results-driven strategies and a strong client commitment, HK Financial Services earns a 5-star rating as one of the best financial advisors in Omaha to consider for your financial management needs.
Lutz Financial Review
Lutz Financial is a top fee-only Omaha financial planner that is part of Lutz, which offers a full range of services, including tax services, accounting, business consulting, and more. The firm has four offices in Nebraska, they’re located in Omaha, Hastings, Lincoln, and Grand Island.
This financial planner in Omaha provides investment advisory services to individuals, endowments, foundations, and for small to mid-sized business retirement plans.
Key Factors That Enabled Lutz Financial to Rank as a Top Financial Advisor in Omaha, NE
Family Office Services
Lutz Financial helps families sustain wealth throughout generations through its family office services. This team of Omaha financial advisors works with high-wealth families to help them establish good financial processes that bring them closer to their priorities.
Clients working with Lutz Family Office have over 275 business solution professionals working together to ensure best-in-class service and intelligent, dynamic financial strategies.
Some of the areas covered through these family office services include:
Lutz Financial | Top-Rated Omaha Wealth Management Firms
Strong Core Focus
As a top-rated Omaha wealth management firm, Lutz Financial maintains a strong set of core principles and focuses to help its clients achieve greater financial health.
Since its founding in 2001, the advisors at this Omaha financial planner have stayed committed to minding what matters most to their clients.
The core focuses that the Lutz Financial team adheres to include:
- Your Long-Term Plan
- Your Family & Legacy
- Investment Philosophy
- Your Business
- Risk Management
- Expenses & Taxes
- Disciplined Investing
- You Matter
Lutz Financial offers a full range of integrated services and a comprehensive process to make new clients feel at ease. From retirement cash flow and estate planning to transition planning for business owners, this firm has a robust team of experts that can help.
With a focus on what matters to the clients it serves and a holistic approach, Lutz Financial earns a 5-star rating and is a top financial advisor in Omaha to consider for your financial planning needs.
Cambridge Advisors, Inc. Review
Providing a proactive client experience, Cambridge Advisors Inc. is an independent, fee-only Omaha financial planner. The firm limits the number of clients it serves to ensure the highest level of support.
Founded in 1990, this Omaha financial planner specializes in tailoring investment solutions for clients that have $500,000 or more in investable assets. The firm works with a wide variety of clients, including busy families, individuals, those nearing retirement, self-directed investors, retirement plans, and more.
Key Factors That Enabled Cambridge Advisors Inc. to Rank as a Top Financial Advisor in Omaha
Full Range of Services
As one of the top-rated Omaha financial advisors, Cambridge offers a wide range of financial services designed to be customized to fit each clients’ needs.
All services are supported by the firm’s status as a fiduciary. Investors can trust that they are receiving unbiased, client-focused advice that is not driven by company profits. Cambridge advisors earn no commissions or incentives from third parties.
The core services offered by this Omaha wealth management firm include:
- Investment Management
- Comprehensive Financial Planning
- Retirement Planning
- Retirement Plans
- Solutions for Not-For-Profit Organizations
Clients that work with Cambridge will appreciate the firm’s customized onboarding process, designed to be easy and straight forward. The firm uses a proprietary A.I.M. system to create personalized plans for each client while ensuring that portfolios are meeting unique client objectives.
This process involves the following steps:
- Assess & Analyze: During this initial step, Cambridge’s Omaha financial advisors collect all required data points to get a clear, accurate picture of all your financial needs. This includes timelines, tax efficiency, account types, risk tolerance, and more. This data is used as a base for all recommendations.
- Implement: Next, your customized plan is put into action. Your Omaha financial planner won’t use templates, your portfolio is completely unique, and your specific investment plan is created just for you. Your plan may be implemented all at once or gradually, depending upon your needs.
- Monitor & Make Adjustments: Your financial advisor will monitor and adjust your portfolio as needed. They will also meet with you to discuss progress or when you experience any transitional events such as buying a new house, a new family member, the death of a spouse, etc.
Cambridge Advisors Inc. pledges to always be aligned with its clients’ interests and to provide a proactive quality of service that’s unique. For three decades as the firm has grown, it’s always held the same client-focused values.
This top-rated financial advisor in Omaha additionally offers several helpful resources on its site in the form of articles of interest, forms, and newsletters.
We have scored Cambridge Advisors with 3 stars due to the fact that its website is not secure, meaning that the firm does not use encryption (the HTTPS protocol) on its site, which is becoming a necessity in today’s digital world.
Should the firm add security to its website, it could easily score higher on a future ranking. It remains one of the best financial advisors in Omaha to consider.
Curnes Financial Group Review
With a goal to take the mystery out of financial planning today and tomorrow, Curnes Financial Group is a fee-based financial advisor in Omaha. It uses a team-based approach to provide personalized wealth management services.
Curnes is part of Cetera Advisor Networks, one of the nation’s largest independent broker-dealers.
The advisors at this top-rated Omaha wealth management firm have over 175 years of combined experience that they bring to each client relationship.
Key Factors That Enabled Curnes Financial Group to Rank as One of the Top Omaha Financial Planners
Team Approach & Experience
Curnes boasts a highly qualified and experienced team of Omaha financial advisors. The firm’s team-based approach offers clients the value of a collective knowledgebase that’s distributed among all the financial advisors.
By working as a team, these financial planners in Omaha give clients multiple perspectives that are enhanced by this collaborative approach.
This approach allows for the most robust portfolio strategies that benefit from multiple viewpoints, rather than having to rely on the input of a single advisor.
Broad Range of Services
Clients that appreciate the convenience of working with one financial advisor in Omaha for several financial areas of their life will enjoy the broad range of services offered by the firm.
Curnes offers multiple financial solutions for individuals and families, as well as services for employers and a specialty client group, which is physicians.
These services include:
- Wealth Management
- Planning for Retirement
- Deciding When to Retire
- Insuring Your Future
- Estate Planning
- College Planning
- Exclusively for Employers
- Exclusively for Physicians
Serving the unique financial needs of physicians is a specialty area of this top financial advisor in Omaha. Curnes Financial Group is an approved member of AMA Insurance Agency’s Physicians Financial Partners program.
Curnes Financial Advisors | Top Financial Planners in Omaha
Curnes Financial Advisors has a lot to offer when it comes to financial planning and wealth management. The firm also offers clients many perks such as a mobile app to use to ask questions, article resources, and financial tools.
While the firm is definitely a top choice among Omaha financial planners, we have scored Curnes with 3 stars due to the fact that its website is not secure and does not use encryption (the HTTPS protocol). This lack of security could cause some potential customers to feel less digitally secure on its site.
Should the firm add security to its website, it could easily score higher on a future ranking as a top Omaha financial planner.
Homan Wealth Advisors Review
Homan Wealth Advisors is a top financial advisor in Omaha that was founded in 2003. The firm upholds fiduciary standards, is fee-only, and has a mission to build tailored, whole-wealth solutions to help its clients succeed in their financial goals.
This Omaha wealth management firm serves a select clientele that includes individuals, families, foundations, and plan sponsors. Evidence over emotion is one of the firm’s philosophies.
Key Factors That Enabled Homan Wealth Advisors to Rank as a Top Omaha Financial Planner
Client-Centric Business Model
Something that makes Homan stand out among other best financial advisors in Omaha is its advisors’ focus on integrating the best interests of their clients into every aspect of the financial planning process.
Homan prides itself on taking a different approach by measuring every decision against how it helps clients achieve their objectives.
Some of the value-added benefits of the firm include that it is:
- Educational: These Omaha financial advisors work to ensure that clients are well-informed, empowering them to make better financial decisions
- Comprehensive: Homan takes a fully holistic approach to financial management, considering taxes, insurance, trusts, and charitable giving
- Evidence-Based: Investment philosophies are scientific and based on decades of peer-reviewed research, rather than relying on market “hot tips”
- Transparent: Fees are always disclosed upfront with the utmost transparency, and are free from any conflicts of interest
Buckingham Strategic Partners Community
A leader in the financial services industry, Homan is a founding member of Buckingham Strategic Partners (formerly the BAM Alliance), one of the largest groups of independent financial advisors in the country. Like Homan, these firms are independent and share Homan’s commitment to always act in the client’s best interests.
This strategic alliance provides direct access to some of the most established and reputable names in the financial services industry, adding value and support to those firms that are a part of this community.
When you have a complex question or situation arise in your life that impacts your portfolio, your financial planner in Omaha can connect with fellow Buckingham Strategic Partners members and collaborate to find answers to even the most difficult issues.
Homan Wealth Advisors has a well-developed philosophy that has been a benefit to its clients over the years. This includes valuing evidence over emotion and using a team-based approach.
While Homan Wealth Advisors explains the firm’s philosophies, mission, and values extremely well, and better than many Omaha financial advisors, there is less detail on its services.
This lack of detailed services information may make it more difficult for potential clients to fully evaluate the depth of the firm’s capabilities. For this reason, we’ve scored Homan Wealth Advisors with 3 stars.
By adding more specific details about the firm’s services and how it can help clients, the firm could easily improve both its value proposition to clients and its rating. The firm, however, remains a top financial advisor in Omaha to consider for your financial planning needs.
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Conclusion—2021-2022 Top 9 Best Financial Advisors in Omaha, Nebraska
Omaha financial advisors can help clarify a number of financial dreams and chart a meaningful path forward that’s based upon years of knowledge and experience.
Whether you are an executive looking to make the most of a company compensation package or a young family saving for life goals, it helps greatly to have a professional by your side to help you get there.
Each top Omaha Wealth management firm on our list may have different specialties and client focuses, but all work hard to make their clients successful and take pride in helping them achieve their dreams.
Once you’ve looked over each of these nine top firms, we recommend that you choose 3 to 4 of them that best fit your needs. Then, schedule a call or meeting as an introduction and learn more about them.
Many of these top financial planners in Omaha will offer complimentary introductory meetings where you can get a feel for the firm, its advisors, and its approach.
Your final step would be choosing the best financial planner in Omaha for your financial strategy and beginning the planning process to chart a course to a solid financial future.
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