Our wealth management experts pledge to always act in your best interest. We take care of you and your family, first and foremost. Helping you meet your financial needs over time gives us a great sense of pride and accomplishment. We offer the best in expertise, products, and practices. By taking a personal interest in your goals, your family becomes... Read More

With a cumulative 900 years in the money business, our financial advisors and staff are rich in talent and experience. We have experts that are fully equipped to develop a comprehensive financial strategy for you or your business. Our cross-discipline team takes an integrated approach to get a 360 degree view of your entire financial landscape. We consider all facets... Read More

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Omaha is here for you, serving the areas of Council Bluffs, La Vista and Papillion. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial... Read More

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More

Access to a wealth of knowledge and solutions.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cory Lienemann is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Halweg is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Phillip Ristvedt is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Suzanne Gornell is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Valerie Jeanelle Newman will take the time to understand you and your goals, as well as those... Read More

At Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Omaha, NE area to help... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Matthew Alan Peterson will take the time to understand you and your goals, as well as those... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Jay Gustafson will take the time to understand you and your goals, as well as those changing... Read More

Nelson Murphy Insurance & Investments are trusted, ethical, professional and approachable investment advisor representatives located in Omaha, Nebraska 68144. We offer a wide-range of services including Financial Planning, Investment Management, Insurance (Life, Disability, and Long Term Care), Employer Sponsored Benefits, and Estate Planning. Our purpose is to simplify the process of reaching your goals by guiding you in effective financial... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Amber Stroh is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Omaha, NE make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Omaha, NE area, Ben Fogarty will take the time to understand you and your goals, as well as those changing... Read More

An independent financial advisory firm providing fee-only personal financial planning, including advice for retirement planning, investment management, tax preparation & planning, estate planning, and more. Multiple Nebraska locations, including Omaha and Lincoln.