When tax time rolls around, we do more than sort through paperwork and help our clients file their taxes properly and on time. We take a proactive approach to your taxes and identify opportunities where you can minimize your liabilities and maximize your growth and savings. We're committed to providing our clients with meaningful financial information - not just numbers... Read More

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.

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.

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