Financial Advisors in Omaha To Consider

Financial planning is a vital part of securing long-term stability, and choosing the right advisor can make a meaningful difference. In Omaha, a variety of financial professionals offer services that range from investment management and retirement planning to estate strategies and business consulting. Each brings their own expertise, approach, and client focus.

The list below presents financial advisors located in Omaha. This is not a ranking or endorsement, but rather a starting point to help you explore available services and identify professionals who may align with your financial needs and goals.

1. Heineman Financial

Heineman Financial Strategies, located in Omaha, Nebraska, is an independent financial services firm dedicated to helping individuals and families achieve their long-term financial goals. The firm offers a range of services, including 401(k) rollovers, IRAs, investment management, insurance, estate planning, and comprehensive financial plans. Led by Rhonda Heineman, CFP®, CFS®, the team emphasizes building long-term client relationships based on knowledge, trust, and mutual respect. They strive to provide clarity, direction, and prudent investment management to help clients accumulate, preserve, and transfer their wealth. ​

Phone: +1 402-505-9333

Email: info@heinemanfinancial.com

Address: 11204 Davenport St, Suite 204, Omaha, NE 68154

Website: http://www.heinemanfinancial.com/​

2. Linoma Financial Services Inc.

Linoma Financial Services Inc., located in Omaha, Nebraska, is a comprehensive financial services firm specializing in tax planning, accounting, insurance, and business advisory solutions. Catering primarily to sole proprietors and small businesses, the firm offers services such as tax preparation, bookkeeping, payroll, and business compliance. Recognized as an IRS Certified Acceptance Agent, Linoma Financial Services is authorized to assist clients with obtaining Individual Taxpayer Identification Numbers (ITINs), facilitating tax compliance for individuals without a Social Security Number. The firm is also known for its active involvement in the Hispanic community, providing bilingual support and resources to ensure accessible and personalized financial guidance.​

Phone: +1 402-932-2910

Email: info@mminsassoc.com

Address: 3302 Q St, Suite 5, Omaha, NE 68107

Website: https://linomafstax.com/​

3. WealthMARK, Inc.

WealthMARK, Inc., located in Papillion, Nebraska, is a comprehensive financial planning firm dedicated to helping clients navigate their financial journeys. The firm offers a range of services, including retirement planning, investment management, estate planning, and risk management. By combining advanced technology with personalized advice, WealthMARK creates tailored strategies that align with clients’ unique goals and life stages. Their process involves defining objectives, developing a customized plan, implementing the strategy, and regularly monitoring progress to ensure clients remain on track toward their financial aspirations.​

Phone: +1 402-214-1062

Email: joe@grojeanfs.com

Address: 12460 Windward Ave, Papillion, NE 68046

Website: http://www.wealthmarkplanning.com/​

4. American Wealth Partners

American Wealth Partners, based in Omaha, Nebraska, is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. The firm offers a range of services, including institutional money management, customized investment strategies, retirement plans (such as 401(k), Profit Sharing, SEP IRAs, and Simple IRAs), charitable giving strategies, tax-efficient strategies, access to trust services, and collaboration with trusted advisors. Additionally, they provide retirement and financial planning services, including income distribution planning, Social Security evaluation, portfolio analysis and review, retirement projections, estate planning, and risk management strategies. American Wealth Partners emphasizes personalized service and expertise, aiming to grow, protect, and conserve clients’ wealth through customized programs. ​

Phone: +1 402-939-3737

Email: AWP@americanwealthpartners.net

Address: 14545 W Center Rd, Suite 100, Omaha, NE 68144

Website: http://www.americanwealthpartners.net/​

5. Focus Business Financing

Focus Business Financing, based in Omaha, Nebraska, is a nationally recognized financial company dedicated to serving the diverse financing needs of small to medium-sized businesses. Recognizing that traditional banks often have restrictive lending policies, especially for businesses that truly need capital, Focus Business Financing offers a comprehensive suite of financial solutions. Their services include accounts receivable financing, unsecured business loans and lines of credit, real estate financing, SBA loans, equipment leasing, church financing, debt restructuring, business term loans, construction equipment financing, commercial bridge loans, business acquisition financing, fix and flip financing, and medical working capital. With expertise and partnerships with national lenders, they are equipped to provide tailored financing options for both startups and established businesses, ensuring clients have access to the capital they need to grow and succeed. ​

Phone: +1 402-707-8826

Email: info@focusbusinessfinancing.com

Address: S 5th St, Omaha, NE 68127

Website: https://www.focusbusinessfinancing.com/​

6. Lutterman Financial

Lutterman Financial is a full-service financial planning firm dedicated to creating comprehensive solutions for both individuals and businesses, emphasizing personalized strategies to secure financial futures. Led by Don, a seasoned professional with nearly forty years of experience, the firm offers a broad range of services—from executive benefits and estate planning to employee benefits, life insurance, investments, retirement plans, health insurance, and disability solutions—designed to address the unique needs of each client. The website highlights a client-centered approach, underlining the importance of clear, tailored financial advice and accessible planning options to ensure peace of mind and confidence in decision-making throughout life’s complexities.

Phone: 1-402-398-5090

Email: jason@enlightenedfp.com

Address: 11850 Nicholas St #240, Omaha, NE 68154

Website: http://www.luttermanfinancial.com/

7. Shonsey Wealth Management

Shonsey Wealth Management’s website emphasizes a personalized approach to financial planning aimed at ensuring clients never run out of money in retirement. The firm, led by Michael Shonsey with nearly 50 years of industry experience, prioritizes customized, holistic strategies that reflect each client’s unique financial picture and goals. Through tailored services such as retirement planning, estate planning, and comprehensive financial advice, Shonsey Wealth Management positions itself as a trusted advisor committed to integrity, transparency, and long-term success, ensuring that clients receive dedicated support and a plan that adapts with their evolving needs.

Phone: 1-402-334-6282

Email: michael.shonsey@lpl.com

Address: 15808 W Dodge Rd, Omaha, NE 68118

Website: https://www.shonseywm.com/

8. Wealthmaker

Wealthmaker$ is a financial services firm focused on helping clients navigate the challenges of retirement planning with a modern, paradigm-shifting approach. The website emphasizes leveraging new financial information and strategies to ensure that clients can secure their financial futures and achieve their retirement goals, likening the process to a journey towards the summit of a retirement mountain. With a variety of tools such as calculators, videos, and newsletters, Wealthmaker$ aims to educate and empower its audience, offering personalized advice and innovative solutions to overcome common retirement savings dilemmas while promoting proactive financial planning for long-term security.

Phone: 1-402-991-5433

Email: info@wealth-makers.com

Address: 13930 Gold Cir #102, Omaha, NE 68144

Website: http://www.wealth-makers.com/

9. Swartzbaugh-Fassett

Swartzbaugh-Fassett is a law firm committed to delivering high-quality legal services, specializing in personal injury and workers’ compensation cases. Their website emphasizes a client-first approach, offering expert legal advice and dedicated representation for those in need. With a focus on clear communication, the firm works tirelessly to ensure that clients understand their rights and receive the compensation they deserve. Through their online presence, Swartzbaugh-Fassett provides resources, including case studies and informative blogs, to empower individuals facing legal challenges in personal injury and workers’ compensation matters.

Phone: 1-402-397-7580

Email: marianne.johnston@swartzbaugh.com

Address: 1015 N 98th St #221, Omaha, NE 68114

Website: http://www.swartzbaugh.com/

10. Orion Advisor Services LLC

Orion Advisor Tech is a leading provider of technology solutions designed to empower financial advisors and wealth management professionals. Their website highlights a comprehensive suite of tools and services aimed at enhancing client relationships, streamlining business operations, and driving growth for financial practices. Orion Advisor Tech focuses on integrating cutting-edge technology with personalized support, ensuring that financial advisors can offer tailored solutions to their clients while improving efficiency and scalability. Through a combination of technology platforms, consulting services, and training resources, Orion Advisor Tech seeks to transform the way financial advisory firms operate and thrive in an increasingly digital world.

Phone: 1-402-895-1600

Email: empower@orionadvisor.com

Address: 17605 Wright St, Omaha, NE 68130

Website: https://www.orionadvisortech.com/

Navigating Financial Planning in Omaha

Every financial journey is unique, and the path to financial confidence often begins with asking the right questions and finding the right support. Omaha’s diverse landscape of financial advisors gives you the opportunity to compare services, philosophies, and specialties to find the one that suits your personal situation.

As you consider your next steps, take time to evaluate what matters most to you—whether it’s long-term growth, risk management, or legacy planning. The right advisor can help guide your decisions, but ultimately, the choice is yours to make based on what feels aligned with your vision for the future.