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
260+
Advisors
4.6/5.0
Average Rating

Lincoln Financial Landscape

Lincoln's economy is diverse, with a focus on education, healthcare, and technology. The city is home to a growing population and a robust job market.

Major industries
Education, Healthcare, Technology
Population
268.7K (metro: 268.7K)
Median household income
$60,000
Unique needs
Lincoln requires a focus on tech diversification and sustainable housing developments to accommodate growth.
Market Insights
Economic Growth
According to BEA (2023), Lincoln's economy has shown steady growth, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Lincoln is approximately $60,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Lincoln are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lincoln's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Lincoln's real estate market is competitive, with rising home prices and increasing demand.
Business Environment
According to Fortune (2024), Lincoln's business climate is favorable, with support for startups and established firms alike.

Top 5 Financial Advisors in Lincoln

Flagstone Financial Management
★ ★ ★ ★ ★ 5
Shunkwiler Financial
★ ★ ★ ★ ★ 5
FP Wealth Management, Inc.
★ ★ ★ ★ ★ 5
JS Financial, Inc.
★ ★ ★ ★ ★ 5
Asset Strategies
★ ★ ★ ★ ★ 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 Education, Healthcare, Technology, 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 tech sector needs diversification to mitigate risks. Housing market growth may lead to bubbles; consider investing in varied sectors. Tornado risks are significant.

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Find Financial Advisors in Nearby Cities

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