Find 5 Recommended Local Financial Advisors in Omaha, NE

Fairway Asset Management provides personalized financial planning, investment management, and retirement planning services. We specialize in creating customized strategies that align with clients' unique goals, values, and life circumstances. Our SEC-registered team combines disciplined portfolio management with holistic financial guidance to help individuals and businesses achieve long-term financial security.

Heritage Financial Services provides comprehensive financial planning and investment management solutions for individuals and families. Our firm specializes in creating personalized wealth strategies that address retirement planning, tax efficiency, risk management, and estate planning. With a team of certified financial advisors, we help clients achieve long-term financial security through evidence-based investment approaches and customized financial roadmaps.

Footprints Asset Management & Research provides specialized financial advisory services in Omaha, NE. Our firm employs an Absolute Value investing strategy to identify undervalued securities with strong margin of safety potential. Since 2003, we've delivered personalized portfolio management solutions grounded in rigorous fundamental analysis and long-term value principles.

Robert W Baird is a privately held financial services firm offering wealth management, asset management, investment banking, and private equity solutions. Founded in 1919 and headquartered in Milwaukee, Wisconsin, the company serves individuals, families, corporations, and institutional investors globally. With employee ownership fostering long-term client focus, Baird combines deep expertise with a commitment to delivering tailored financial strategies across market cycles.

First Nebraska Trust provides independent trust administration, estate planning, and investment management services to clients across Nebraska. Specializing in customized fiduciary solutions, we combine local expertise with corporate-level professionalism to manage over $1.3 billion in assets. Our experienced team focuses on building personalized strategies for wealth preservation and transfer through trusts, estates, and investment portfolios.