Best Financial Advisors in Omaha

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
430+
Advisors
4.8/5.0
Average Rating

Omaha Financial Landscape

Omaha's economy is bolstered by finance, insurance, and telecommunications. The city is home to several Fortune 500 companies and a growing tech sector.

Major industries
Finance, Insurance, Telecommunications
Population
434K (metro: 1.0M)
Median household income
$68,000
Unique needs
Omaha requires tailored financial advice due to its unique economic landscape and diverse industry presence.
Market Insights
Economic Growth
According to BEA (2023), Omaha's GDP growth rate has been steady at 3.5%, driven by strong performance in finance and technology sectors.
Wealth Demographics
According to Census (2023), the median household income in Omaha is $68,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Omaha are increasingly specializing in retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Omaha's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Omaha's real estate market shows a 5% annual appreciation, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), Omaha's business climate is favorable, with a growing number of startups and a supportive local government.

Top 5 Financial Advisors in Omaha

Unified Legacy Advisors
★ ★ ★ ★ ★ 5
Egermier Wealth Management Group
★ ★ ★ ★ ★ 5
Stevens Capital Partners (Certified Financial Planner)
★ ★ ★ ★ ★ 5
Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Carson Wealth
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Omaha, 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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Omaha-Specific Expertise
For Omaha residents working in Finance, Insurance, Telecommunications, 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
Omaha's finance and insurance sectors face economic downturn risks. Real estate prices may be inflated; monitor for a potential bubble. Tornadoes pose natural disaster risks; diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Nebraska locations

Omaha Lincoln Bellevue Grand Island