Top Financial Advisors in Nebraska

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CWM provides a range of wealth management services as well as tax preparation offerings through Carson Wealth Tax Planning. And despite its short track record, the firm has accumulated a significant number of clients and assets under management (AUM). 

Most of this firm's clients are non-high-net-worth individuals. However, it extends its services to pension and profit-sharing plans, insurance companies and businesses. Investment minimums vary depending on what kind of investment strategy you enroll in. These minimums range from $5,000 to $250,000.

This is a fee-based firm, which means some on-staff advisors can earn commissions when they sell certain insurance products or securities. While this creates a potential conflict of interest, the firm is bound by fiduciary duty to act in clients' best interests.

The team includes those who hold the Certified Financial Planner™ (CFP®), certified fund specialist (CFS) and a chartered financial consultant (ChFC) designations. 

CWM utilizes various model portfolios and separately managed accounts based on certain strategies. These include long-term purchases, short-term purchases, frequent trading and more. Therefore, the firm can build a portfolio around your goals and needs rather than pairing you with predetermined investment strategies.

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Mutual Advisors caters to a diverse clientele including institutional investors, individuals, high net worth individuals, trusts and estates and qualified purchasers. The firm offers a comprehensive suite of services tailored to meet the financial needs of both individuals and businesses. These services include investment planning, retirement planning, estate planning, charitable planning and education planning. 

The firm employs a comprehensive investment approach that includes diversification across various asset classes, investment styles, market sizes, sectors and geographical areas.

Mutual integrates both passive and active management strategies to optimize client portfolios. Client portfolios are tailored considering several key factors including their investment goals, time frames, risk appetites, tax implications, desired asset allocations and any special needs or restrictions they might have.

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Avior Wealth Management is a fee-based firm that has been registered with the SEC as an advisor since 2008. The firm's products help those who are looking for investments, retirement services, cash management, education planning, survivor and asset protection, estate plan coordination and tax plan coordination.

The firm also works with those who are individuals, high-net-worth individuals as well as pension plans, banks, charitable organizations and thrift institutions. The firm is legally found by a fiduciary duty to act in client's best interest. There's no minimum account required to worth with Avior Wealth Management.

The firm's financial planning objectives involve six steps that range from establishing a relationship with clients and gathering client data to fit their needs, to analyzing client information so that the firm can present quality recommendations and strategies to help clients achieve their goals.

The firm's investing strategy utilizes fundamental analysis, which is a method of evaluating a company or security by attempting to measure its intrinsic value.

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Bridges Investment Management (BIM) is a fee-only advisory firm in Omaha. It mainly serves individuals, including high-net-worth individuals. However, it also extends its business to corporate profit-sharing plans, banks, thrift companies and charitable organizations. 

To open an account with BIM, you don’t need a set minimum investment. However, the firm does impose minimum fees depending on what type of services you receive. The firm specializes in portfolio management. 

Advisory certifications at the firm include Certified Financial Planner™ (CFP®), certified public accountant (CPA), certified trust and fiduciary advisor (CTFA) and chartered financial analyst (CFA). 

The firm would create and monitor your portfolio while making tactical changes when needed. For the most part, however, the firm’s investment philosophy relies on long-term strategies. So it tends to hold onto securities for more than a year. But it will utilize short-term strategies if deemed necessary.

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McMill CPAs & Advisors, which is based in the small northeastern Nebraska town of Norfolk, is a fee-only firm. The firm's clients are individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations or other business entities and state and municipal governments.

Together the firm offers a range of services, including portfolio management, financial planning, wealth management, estate planning and tax planning. 

The firm's advice is based upon long-term investment strategies that incorporate the principles of modern portfolio theory. Its investment approach is firmly rooted in the belief that markets are “efficient” and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking.

Therefore, McMill develops diversified portfolios principally through the use of passively managed, asset class mutual funds that are available only to institutional investors and clients of a network of carefully selected investment advisors.

Clients are given the ability to impose restrictions on the accounts McMill manages for them, including specific investment selections and sectors. The firm works with each client on a one-on-one basis through interviews and questionnaires to determine the client’s investment objectives and suitability information.

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Wealth Management Nebraska is a fee-only advisory firm headquartered in Norfolk, Nebraska. The firm has been registered with the SEC as an investment advisor since February 2006 and was formerly known as Wealth Management LLC.

The firm works with individuals, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, businesses, government entities and other financial professionals.

The firm offers a range of services, including investment advisory and asset management services, fiduciary services for qualified retirement plans, financial planning, backoffice services for other investment advisors and a quarterly newsletter for registered investment advisors and representatives. Financial planning may cover business planning, education planning, retirement planning, estate planning, tax planning and investments.

Wealth Management Nebraska’s investment approach is generally based on Modern Portfolio Theory and long-term, passive asset class investing. Portfolios typically use globally diversified allocations, no-load mutual funds and exchange-traded funds (ETFs), including Dimensional Fund Advisors funds.

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Professional Financial Advisors is a fee-based advisory firm based in North Platte, Nebraska. The firm primarily works with individuals, including high-net-worth individuals. It also serves pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations and other business entities.

The firm offers a range of services, including portfolio management, wrap fee program services, financial consulting, financial planning and retirement plan consulting. Advisory certifications at the firm include Certified Financial Planner™ (CFP®).

Professional Financial Advisors uses a variety of analysis methods when incorporating investment strategies, including fundamental analysis, technical analysis and cyclical analysis. The firm may recommend long-term or short-term purchases depending on the client’s circumstances.

When constructing portfolios, the firm may use exchange-listed equities, exchange-traded funds (ETFs), fixed income securities, mutual funds, variable annuities and structured notes.

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Allen Capital Group, LLC is a fee-based advisory firm based in Grand Island, Nebraska. The firm works with individuals, high-net-worth individuals, profit-sharing plans, pensions and other retirement plans, charitable organizations, corporations and other business entities, trusts, estates and private funds.

Allen Capital Group generally recommends a minimum account size of $200,000 for its Investment Management Program, though exceptions may be granted at the firm’s discretion. Its Retirement Plan Advisory Program is generally designed for plans with at least 50 employees or $1 million in assets, though smaller plans may be considered.

The firm offers a range of services, including investment management, financial planning, retirement plan advisory services, estate planning, tax planning and preparation, trust services, private fund management and insurance products. 

Allen Capital Group generally uses a long-term investment approach, though short-term strategies may be used when appropriate. Its investment strategies may include fundamental analysis, individual stocks and bonds, actively managed mutual funds, passive index funds, ETFs, variable annuity sub-accounts, options strategies, third-party bond portfolio management, alternative investments and sub-advisor strategies.

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Pittenger & Anderson, which is based in the state capital of Lincoln, is a fee-only registered investment advisor that serves about 700 clients. Most of those clients are individuals, with nearly 200 being high-net-worth individuals. While the firm's fee schedule is based on each client's account balance, it also charges a flat fee for financial planning services.

Other fees may apply. For example, an ETF portfolio with a 75% stock and 25% bond allocation will have an all-in cost (P&A's fee + fund expenses + trading commissions) of around 0.93% per year. An individual stock and bond account will have an all-in cost of roughly 1.05% per year. 

The firm's methods of analysis includes fundamental analysis, technical analysis, quantitative analysis, asset allocation, mutual fund/ETF analysis and risks of all forms of analysis.

When managing client's accounts, the firm will a variety of strategies (not specifically all at once) that include long-term purchases, short-term trading, option writing or margin transactions. These strategies are put in place once the clients match the firm's investment policy criterion, objectives and risk tolerance.  

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Lutz Financial is a fee-based firm that works with individuals, high-net-worth individuals, retirement plans, charitable organizations and businesses.

While the firm has several Certified Financial Planners™ (CFPs®) on its team, there are some advisors who may earn commissions from selling specific financial products, which could create a conflict of interest. However, the firm has a fiduciary duty that requires it to act in every clients' best interest.

There's no minimum investment required to open an account with the firm.

According to the firm, "Lutz Financial primarily recommends or uses various mutual funds (including the mutual funds sponsored by Dimensional Fund Advisors(“DFA”)), individual bonds, exchange-traded funds (“ETFs”), in managing client accounts, based on the investment objectives of each client."

When it comes to utilizing methods to show historical and present data in order to project future results, the firm uses fundamental analysis. When implementing investment strategies for clients, the firm uses long-term purchases (securities held at least for one year) and short-term purchases (securities sold within a year).