Top Financial Advisors in Omaha, NE

Find an Advisor

Carson Wealth is a fee-based firm that works with a diverse clientele, including individuals of varying net worths, qualified clients, pension and profit-sharing plans, trusts, estates, sponsors of 401(k) plans, and holders of various IRAs. The firm doesn't typically require a minimum account size. It offers a comprehensive suite of services tailored to meet its clients' diverse financial needs. These services include traditional financial planning, a focused wealth planning program, and the True Wealth Plan Program. 

As a fee-based advisor, it's important to understand the potential for a conflict of interest. However, the firm and its advisors are bound by a fiduciary duty to put the needs of its clients above its own. 

CWM Background

CWM was founded in 2010 and is owned by Carson Group Holdings, LLC. Ronald L. Carson holds the majority of shares in Carson Group Holdings, making him the principal figure in the firm's ownership structure. Today, the firm manages more than $26 billion in assets under management (AUM) across its 354 advisors.

CWM Investing Strategy

The firm employs a diverse set of investment strategies tailored to meet various investment horizons and objectives. These strategies include long-term purchases, where investments are held for over a year, and short-term purchases, which are sold within a year. The firm carefully considers each client's unique investment objectives, risk tolerance, financial circumstances, and specific needs when managing portfolios. This personalized approach ensures that investment decisions are well-aligned with individual client profiles.

Find an Advisor

Mutual Advisors, or Mutual Group, caters to a diverse clientele including institutional investors, individuals, high net worth individuals, trusts and estates, and qualified purchasers. This fee-based firm does not enforce a universal minimum investment requirement; however, individual Investment Advisor Representatives (IARs) may set their own minimums, which can be met through aggregated accounts.

As a fee-based firm, certain on-staff advisors at Mutual Group can sell insurance and securities for commissions. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Mutual Group Background

Mutual Group was founded in 2013. The firm is owned by several entities, including Jasper Single Family Private Trust Company, LLC, Sabol Single Family Private Trust Company, LLC, Voss Investments, LLC, and Mutual Group, Inc. The firm manages more than $6.9 billion in assets under management across its 132 advisors.

Mutual Group Investing Strategy

Mutual Group employs a variety of investment strategies to manage client portfolios effectively. These strategies include diversification across multiple asset classes, investment styles, market capitalizations, sectors, and regions. The firm integrates both passive and active management approaches, adheres to Modern Portfolio Theory (MPT), and implements Tactical Asset Allocation and Dollar-Cost-Averaging to optimize investments. Defensive strategies and the inclusion of alternative investments are also part of their approach.

Find an Advisor

Bridges Investment Management operates on a fee-only basis. The firm caters to a diverse clientele including individuals, investment companies, trusts, estates, and retirement plans. Notably, there is no minimum account size requirement to start investing with them. The firm offers a comprehensive suite of services tailored to meet the diverse financial needs of its clients, including financial planning, pension consulting, adviser selection, securities research, and educational workshop services.

Bridges Investment Management Background

Bridges Investment Management was founded in 1994. The firm is owned by multiple parties including MGI Holdings, Inc., Ted Bridges, Bob Bridges and certain management officers of the firm. The firm manages more than $9 billion in assets under management today across its 26 advisors and is run by Nicholas Wilwerding (CAP, CFA) as the firm's President while Jack Holmes (CAP, CFA) serves as the firm's Chief Investment Officer.

Bridges Investment Management Investing Strategy

Bridges Investment Management adopts a strategic approach that focuses on long-term investments, prioritizing high-quality and investment-grade securities. The firm employs various methodologies to assess valuation and determine the attractiveness of investments. Additionally, it ensures a diversified portfolio across suitable industries, sectors and individual securities.

Client portfolios are tailored considering several key factors including risk tolerance, investment time horizon, tax implications, unique personal circumstances, overall financial status and specific investment goals.

Find an Advisor

Avior Wealth Management has been registered as an advisor with the SEC since 2008. According to SEC documents, the firm works primarily with individuals, including non-high-net-worth and high-net-worth individuals, but also serves banks, thrift institutions, pension plans, trusts, estates, charitable organizations and businesses. It specializes in the following topics:

• Retirement services
• Investments
• Cash management
• Education planning
• Survivor and asset protection
• Estate plan coordination
• Tax plan coordination

This is a fee-based firm. That means some advisors can sell insurance products on a commission basis. While this creates a potential conflict of interest, the firm is legally bound by fiduciary duty to act in your best interest.

There is no set account minimum.

Avior Wealth Management Background

Avior Wealth Management has been registered with the SEC since 2008. Its current owners are Andrea P. McMahon, Rodney W. Goben, Britt E. Campbell, Stephen Esch, Elizabeth Sanley, Cynthia Bohrer, Jay Nelson, Scott Cavey, Josh Heiden, Steve Ryherd, Ryan Elkins, Michael Pfluger, Don Stanley, Larry Ennenga, Mark Pogreba and Joni Seaton.

The firm’s advisor team features several professional designations, such as certified financial planner (CFP), chartered financial analyst (CFA), accredited investment fiduciary (AIF), chartered retirement planning counselor (CRPC), certified investment management analyst (CIMA), certfied wealth strategist (CWS) and chartered financial consultant (ChFC).

Avior Wealth Management Investing Approach 

The Avior Wealth Management can create and manage an investment portfolio for you or simply consult you on accounts that already exist in your name. The firm uses fundamental analysis when it considers investment strategies and recommendations. Individual portfolios may invest in the following securities based on your risk tolerance and other factors:

• Exchange-listed securities
• Certificates of deposit (CD)
• Municipal securities
• Mutual funds
• Commercial paper

Walnut Private Equity Partners is a fee-only financial advisory firm. This means it charges fees for only its own services and doesn’t collect commissions or revenue for other activities such as recommending one investment over another. This arrangement can, thus, significantly reduce potential conflicts of interest between the client and their advisor. 

The firm works only with high-net-worth individuals, as it provides financial planning and portfolio managment for family offices and trusts. 

Walnut Private Equity Partners imposes a $1,000,000 account minimum.

Walnut Private Equity Partners Background

Founded in 2013, the firm offers asset management services and consulting services. Steven Seline is the chief compliance officer (CCO) and managing member of the firm, while also being its principal owner.

Walnut Private Equity Partners Investing Approach 

To formulate investment advice, the firm uses fundamental analysis and a long-term approach. It also primarily recommends one type of security, acknowledging that some of the risks involved with this include "lack of diversification, need for sophisticated tax advice, reliance upon volatile commodities pricing for valuations and lack of liquidity in many of the potential holdings."

Find an Advisor

Lutz Financial's clients include individuals with and without a high net worth, retirement plans, charitable organizations and business entities. There is no minimum investment required to open an account, nor is there a minimum asset level required to use the firm’s advisory services.

The Lutz Financial has several Certified Financial Planners™ (CFPs®) on the staff. While Lutz Financial is a fiduciary, it is fee-based. Its advisors may earn commissions from selling certain financial services and products, which is a potential conflict of interest. The firm's fiduciary duty, however, requires it to act in clients' best interests.

Lutz Financial Background

Jim Boulay, the firm’s principal owner, founded Lutz Financial in 1980. The firm provides services such as retirement planning and advice for managing an investment portfolio. The firm doesn’t show preference to clients who want to invest for the short term (holding securities for less than a year) or the long term (holding securities for at least a year).

Lutz Financial Investing Approach

Lutz Financial primarily invests client assets in mutual funds, bonds and exchange-traded funds (ETFs). The firm chooses stocks and other assets through fundamental analysis, a standard practice for financial advisors that involves analyzing a company’s revenue, expenses, assets and liabilities.

Lutz Financial provides financial advice for both short-term and long-term investments. According to the firm, it particularly looks to maximize gains while keeping expenses low and minimizing taxes for the investor.

Find an Advisor

Private Wealth Asset Management is a fee-based financial advisory firm that specializes in offering investment management, wealth management, 401(k) asset allocation strategies and non-investment advisory services. The firm primarily works with individuals, family offices, trusts, estates, non-profit organizations and other types of business entities.The firm does not have a required minimum account size to get started, but third-party advisors might. 

There is the potential for a conflict of interest as the firm or some advisors may earn commissions from the sale of certain products. However, the firm and its advisors are bound by fiduciary duty to put the needs of its clients first.. 

Private Wealth Asset Management Background

Private Wealth Asset Management was founded in 2021. Wendy Brekken (JD) currently serves as the President and Chief Wealth Planning Officer of the firm while Kim Cappellano, a founding partner, is serving as the Chief Executive Officer. The firm currently manages more than $1.6 billion in assets under management across its 20 advisors. 

Private Wealth Asset Management Investing Strategy

The firm believes that investment success requires a disciplined and systematic approach. The firm's investment philosophy is grounded in the academic tenets of Modern Portfolio Theory tempered by pragmatic investment experience. The firm manages assets on behalf of the client's best interest based on their individual needs. 

Find an Advisor

HUB Investment Advisors (HIA) provides its clients with financial planning, private wealth management and investment management services. It also works with corporate retirement plan sponsors and businesses. To open an account with the firm, you’d generally need a minimum initial investment of $250,000, though this requirement can be waived.

This fee-based firm has on-staff financial advisors that can earn commissions from insurance or securities sales. Despite the potential conflict of interest this induces, the firm is legally required to act in your best interest because of its fiduciary duty.

HUB Investment Advisors Background

HIA was established in 2004 and became a registered investment advisor in 2012. The firm’s owner is HUB International Limited, which purchased the firm in 2019.

HUB Investment Advisors Investing Approach

HUB's goal is to help clients protect and enhance their financial well-being, build net worth and manage risk. It does this by seeking to understand each client’s objectives, time horizon and risk tolerance so it can develop customized strategies to help realize that client's goals. The firm provides a variety of alternative solutions and allows the client to select a strategy that best fits his or her needs. Once a game plan is established, the firm continues to monitor the performance of the strategy relative to the original plan and stated goals. Advisors periodically meet with clients to update their objectives, measure the effectiveness of their current strategies and make adjustments to accommodate any changes.

The firm may use any of the following securities: exchange-traded funds (ETFs), stocks, mutual funds, fixed-income securities, alternative investments, options and limited partnerships.

Find an Advisor

Cambridge Advisors is a fee-only financial advisory firm. This means Cambridge charges fees for only its own services. It doesn’t collect commissions or revenue for other activities such as recommending one investment over another.

Today, Cambridge works with non-high-net-worth individuals, as well as with people who have a high net worth. It also works with pensions, profit-sharing plans and charities. The firm technically has a $500,000 minimum investment requirement, though it may be willing to waive this.

Cambridge Advisors Background

Cambridge was founded in 1990, making it one of the oldest firms on our list. The primary owners are firm president and chief compliance officer (CCO) Lori Liffring and vice presidents Michael Bridgman and Justin Anderson. Its team features one chartered financial analyst (CFA), one chartered financial consultant (ChFC) and one certified public accountant (CPA). 

Cambridge Advisors Investing Approach 

Cambridge typically creates portfolios by using mutual funds and exchange traded funds (ETFs). It considers several factors to determine the right asset allocation. However, the firm generally focuses on long-term strategies. The firm states that it does not time the market, but it does note the risk/reward relationship of a range of asset classes over time. The firm adjusts asset allocations to incorporate projected growth opportunities and a client's risk tolerance and particular set of needs.

Find an Advisor

Founded in 1994, America First Investment Advisors (AFIA) is one of the older firms on this list. Starting a new client relationship with AFIA will require you to have at least $300,000 in assets. The majority of the firm’s clients are individuals, but it also serves trusts, estates and charitable organizations.

AFIA has only a handful of employees. But of those employees, there are Certified Financial Planner™ (CFP®) and chartered financial analysts (CFAs). This is a fee-only firm.

America First Investment Advisors Background

As mentioned, America First Investment Advisors is an employee-owned firm that maintains a small size. Notably, the firm requires all employees who are involved in portfolio management or financial planning to have at least a college degree and two years of experience in investment-related work.

The firm offers financial planning services and help with investment management. AFIA’s focus is on long-term investing to help clients prepare for retirement and major life events.

America First Investment Advisors Investing Approach

America First Investment Advisors has a list of simple and concrete criteria that it looks for when investing in any company’s stock. On that list is a strong balance sheet, cash flow in excess of the company’s operating costs and an “identifiable market niche that provides a competitive advantage.”

The firm’s goal with fixed-income securities, such as bonds, is to limit the number of transactions, because making many transactions tends to decrease the net value of bond investments. So when AFIA invests in bonds, it typically goes with bond exchange-traded funds (ETFs). The firm does sometimes invest in individual bonds for clients who are looking to buy large amounts of fixed-income securities.