Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Lincoln and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Perspective Planning Partners
- Grossman Financial Planning
- Bob Bennie Wealth Management
- Flagstone Financial Management
- Shunkwiler Financial
- 37 Wealth
- FP Wealth Management
- NJN Financial Group
- PlanningTeam Financial Advisors
- Kechely Wealth Management
1. Perspective Planning Partners
Perspective Planning Partners is a Lincoln, Nebraska-based financial advisory firm committed to delivering personalized, tax-aware financial planning services that evolve with clients through every life stage. With a fiduciary duty to act in clients’ best interests, the firm offers both comprehensive and a la carte services tailored to individual needs. These services include retirement planning, estate and legacy planning, insurance analysis, and investment portfolio reviews. Their advisors also provide specialized guidance on Social Security strategies, Roth conversions, pension maximization, and navigating life-changing events such as marriage, divorce, or the birth of a child. Perspective Planning Partners emphasizes education and empowerment, helping clients make informed decisions that align with their long-term goals. Through a structured, five-step planning process, they assess current financial positions, develop actionable strategies, implement tailored plans, and provide ongoing monitoring and adjustments to ensure continued alignment with clients’ evolving aspirations.
2. Grossman Financial Planning
Grossman Financial Planning, based in Lincoln, Nebraska, is a boutique financial advisory firm led by Lee Grossman, a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter with over two decades of experience. Since its founding in 1985, the firm has specialized in comprehensive financial planning services, including retirement and estate planning, investment management, and insurance solutions. Grossman Financial Planning emphasizes a client-centric approach, integrating personalized financial strategies with clients’ unique life goals. Their investment philosophy focuses on creating low-cost, globally diversified portfolios tailored to individual risk profiles, ensuring alignment with long-term objectives. By combining financial expertise with a commitment to building lasting relationships, Grossman Financial Planning aims to provide clients with clarity, confidence, and peace of mind in their financial journeys.
3. Bob Bennie Wealth Management
Bob Bennie Wealth Management is a distinguished financial planning firm headquartered in Lincoln, Nebraska, serving clients across 25 states since its inception in 1995. Founded by Bob Bennie, CFP®, MBA, the firm is committed to providing personalized financial strategies that align with each client’s unique goals and circumstances. As independent financial advisors, they offer unbiased advice, free from the constraints of brokerage affiliations, ensuring that clients’ best interests are always the top priority. Specializing in retirement planning, investment management, and estate planning, Bob Bennie Wealth Management empowers individuals and families to navigate their financial journeys with confidence and clarity. The firm’s dedication to fiduciary responsibility and client-centered service has earned it a reputation for excellence and trustworthiness in the financial advisory community.
4. Flagstone Financial Management
Flagstone Financial Management is a fee-only financial planning and investment management firm based in Lincoln, Nebraska. The firm is dedicated to guiding clients through personalized financial journeys, offering services that encompass financial planning, investment management, and retirement strategies. Flagstone’s team of CERTIFIED FINANCIAL PLANNER™ professionals adopts a holistic approach, ensuring that every financial decision aligns with the client’s unique goals and life circumstances. Their commitment to a fiduciary standard means they prioritize clients’ best interests, providing transparent and unbiased advice without commissions. Whether assisting high-earning professionals, individuals nearing retirement, or women in transition, Flagstone emphasizes building lasting relationships and empowering clients to navigate their financial futures with confidence.
5. Shunkwiler Financial
Shunkwiler Financial is a trusted financial planning and investment firm headquartered in Lincoln, Nebraska, with an additional office in Omaha. Founded in 2011 by Brett Shunkwiler, the firm is dedicated to helping individuals and families achieve their ideal retirements through personalized, comprehensive financial strategies. Shunkwiler Financial offers a range of services, including retirement income strategies, wealth management, tax-efficient planning, and legacy planning, all tailored to align with clients’ unique goals and aspirations. Their proprietary Pathway for Retirement™ framework addresses five critical areas: income, investments, taxes, healthcare, and legacy, ensuring a holistic approach to retirement planning. With a commitment to integrity and transparency, the team at Shunkwiler Financial empowers clients to navigate their financial journeys with confidence and clarity.
6. 37 Wealth
37 Wealth is a Nebraska-based financial advisory firm with over four decades of experience, rooted in Midwestern values of honesty, hard work, and family. The firm offers a comprehensive suite of services, including portfolio management, retirement and estate planning, Social Security strategies, and tax planning for both individuals and businesses. Their client-centric approach is evident in their three-step process: assessing mutual fit, strategizing individual options, and implementing customized plans. Serving a diverse clientele—ranging from pre-retirees and retirees to business owners and families—37 Wealth emphasizes transparent communication and personalized strategies to help clients navigate their financial journeys with clarity and confidence.
7. FP Wealth Management
FP Wealth Management is a full-service wealth management firm based in Lincoln, Nebraska, dedicated to providing holistic financial planning and investment advisory services. Founded in 1997, the firm emphasizes a client-centric approach, tailoring strategies to individual goals and circumstances. Their comprehensive services encompass investment management, retirement planning, estate planning, insurance, and tax strategies, ensuring clients receive well-rounded financial guidance. As an independent advisor, FP Wealth Management offers a diverse range of investment options, including ETFs, mutual funds, stocks, bonds, REITs, and alternative investments, free from institutional biases. The firm’s commitment to integrity and personalized service has fostered long-standing client relationships and a reputation for excellence in the financial planning industry.
8. NJN Financial Group
NJN Financial Group is a distinguished financial services firm based in Lincoln, Nebraska, committed to guiding individuals and businesses through their financial journeys with personalized and strategic planning. Since its establishment in 1937, the firm has upheld a client-centric philosophy, emphasizing deep understanding of each client’s objectives, values, and risk tolerance to tailor financial solutions that align with their unique goals. NJN Financial Group offers a comprehensive suite of services, including individual and business retirement plans, investment management, insurance, education savings, and gifting strategies. Their approach integrates thoughtful planning with competitive investment products and dedicated service, enabling clients to identify their goals and take consistent action towards achieving them. With a legacy of building long-lasting relationships, NJN Financial Group stands as a trusted partner in navigating the complexities of financial planning and wealth management.
9. PlanningTeam Financial Advisors
PlanningTeam Financial Advisors is a dedicated financial planning and investment advisory firm headquartered in Bismarck, North Dakota, with additional offices in Garrison and Center. With over 80 years of combined experience, their team of professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners and Accredited Investment Fiduciaries®, offers comprehensive financial services tailored to individual client needs. The firm emphasizes client education, helping individuals understand investment principles and risk management to make informed financial decisions. Their mission is to provide access to holistic financial planning services with unwavering integrity, fostering long-term relationships built on trust and personalized service. By integrating investment advice, retirement planning, estate strategies, and insurance solutions, PlanningTeam Financial Advisors aims to guide clients toward financial confidence and independence.
10. Kechely Wealth Management
Kechely Wealth Management is a distinguished financial advisory firm based in Lincoln, Nebraska, committed to guiding clients through life’s financial complexities with clarity and confidence. Founded in 1997 and expanded in 2018 to embrace a broader vision, the firm emphasizes collaborative financial planning and has been instrumental in helping clients navigate significant transitions. With a team of experienced advisors, Kechely Wealth Management offers comprehensive services, including investment management, estate planning, retirement strategies, and insurance solutions. Their partnership with TD Ameritrade, established in 2017, enhances their capabilities by providing clients with competitive transaction fees and exceptional technology and service. In 2023, Kechely Wealth Management joined NEXT Financial, a subsidiary of Atria Wealth Solutions, enabling them to leverage advanced advisory platforms and multi-custodial capabilities to further enrich the client experience. Rooted in a philosophy that combines trust, knowledge, and objective advice, Kechely Wealth Management remains dedicated to delivering personalized financial solutions that align with each client’s unique goals and aspirations.
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