Financial advisors in Nebraska


From the bustling business centers of Omaha to the serene plains of the Sandhills, Nebraskans understand that financial success starts with smart planning. Whether you're growing tax-advantaged wealth in Lincoln, investing in opportunities in agriculture and tech, or planning for retirement by the Platte River, our financial advisors can tailor strategies to help you grow and protect your financial future in the Cornhusker State.

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Bringing clarity to your financial picture.


When you think of the “big picture” of your financial future, is it clear or still a little fuzzy? We can help you get a better view of each piece of your financial life. Once you’re clear on where you are and where you want your money to take you, we can build a plan to help get you there.
 

See all advisors in Nebraska
 

  • Brian Leslie

    Director, Financial Planning

    Omaha

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    Brian Leslie
  • Chris Ziola

    Director, Financial Planning

    Kansas City, Lee's Summit, Omaha, Overland Park, West Des Moines

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    Chris Ziola
  • Doug Erbert

    Executive Director, Financial Planning

    Las Vegas, Omaha

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    Doug Erbert

Insights that matter in Nebraska


Our subject matter experts and editorial team bring you content you can use – including timely insights into the market and a practical approach to learning more about topics that touch every corner of your finances.

Understanding Capital Gains Tax in NEBRASKA

Implications, exemptions and tax mitigation strategies.

 

Local support and national experts


We’re here to help you with a local financial advisor – backed by a team of experts in investment management and advanced planning – who can guide you on every step of your financial journey. Your financial future starts here.