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Top Rated Financial Advisors in Omaha, Nebraska

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Omaha, Nebraska is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Omaha, Nebraska with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Omaha, Nebraska near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Michael Bridgman

Cambridge Advisors Inc
ChFC®
Michael Bridgman, a financial fiduciary, has been a Paladin Registry member since 2005. Michael is the owner of Cambridge Advisors Inc. Michael holds a Chartered Financial Consultant certification. Michael has over 31 years of experience. Michael has over 22 years of experience with Cambridge Advisors Inc firm. Michael provides financial services to clients in the Omaha, Nebraska area.
  • State Licences:
  • Financial Advice, Services for Fees: Nebraska

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Money Management
  • View More
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Schwab Institutional
  • Ameritrade Institutional
  • Vanguard

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

David Spiess

Ludacka Wealth Partners
David Spiess, a financial fiduciary, has been a Paladin Registry member since 2021. David is the owner of Ludacka Wealth Partners. David has over 26 years of experience. David provides financial services to clients in the Omaha, Nebraska area.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

Matt Atchison and Sara Clegg

Southwestern Investment Advisory Services, Inc.
CFP®
Matt Atchison and Sara Clegg, a financial fiduciary, has been a Paladin Registry member since 2021. Matt is the owner of Southwestern Investment Advisory Services, Inc. Matt holds a Certified Financial Planner certification. Matt has over 9 years of experience. Matt provides financial services to clients in the Omaha, Nebraska area.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Raymond James

Jeffrey Casey

Southwestern Investment Advisory Services, Inc.
CFP®
Jeffrey Casey, a financial fiduciary, has been a Paladin Registry member since 2021. Jeffrey is the owner of Southwestern Investment Advisory Services, Inc. Jeffrey holds a Certified Financial Planner certification. Jeffrey has over 5 years of experience. Jeffrey has over 5 years of experience with Southwestern Investment Advisory Services, Inc. firm. Jeffrey provides financial services to clients in the Omaha, Nebraska area.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Name(s) of Custodian(s):

  • Raymond James

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.