Best Financial Advisors in Lincoln

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.1/5.0
Average Rating

Lincoln Financial Landscape

Lincoln's economy is bolstered by residential development and local agriculture. The city benefits from its location near major metropolitan areas, enhancing its economic prospects.

Major industries
Agriculture, Retail, Healthcare
Population
45.2K (metro: 1.5M)
Median household income
$82,000
Unique needs
Lincoln requires tailored financial advice for its growing population and housing market.
Market Insights
Economic Growth
According to BEA (2023), Lincoln's economy is expanding, driven by residential development and local agriculture.
Wealth Demographics
According to Census (2023), the median income in Lincoln is $82,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Lincoln are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Lincoln's cost of living is rising, driven by housing demand and local amenities.
Real Estate Market
According to Zillow (2024), Lincoln's real estate market is competitive, with home prices increasing significantly over the past year.
Business Environment
According to Fortune (2024), Lincoln's business climate is favorable, attracting new retail and service enterprises.

Top 5 Financial Advisors in Lincoln

Edward Jones - Financial Advisor: Mark O Schumacher, CFP®|ChFC®|CPWA®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Shayla R Cloutier
★ ★ ★ ★ ★ 5
TAD Executive Fiduciary Services
★ ★ ★ ★ ★ 5
Bangerter Financial Strategies, Inc.
★ ★ ★ ★ ★ 5
Diligence Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lincoln, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Lincoln-Specific Expertise
For Lincoln residents working in Agriculture, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Lincoln's housing market faces bubble risks amid rapid growth; diversify investments. Monitor agricultural sector volatility and prepare for flooding risks.

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