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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.

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Carson Wealth

Carson Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Omaha, Nebraska area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Financial Planning for Businesses
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Geoffrey Hemenway

Hemenway Financial Services
Geoffrey Hemenway, a financial fiduciary, provides financial services to clients in the Omaha, Nebraska area. Geoffrey has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    LPL Financial

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Michael Bridgman

Cambridge Advisors
ChFC®
Michael Bridgman, a financial fiduciary, provides financial services to clients in the Omaha, Nebraska area. Michael holds a ChFC® certification. Michael has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Money Management
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    Schwab Institutional, Ameritrade Institutional, Vanguard

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