Omaha, Nebraska, is home to a diverse range of investment management firms that cater to individuals, families, and institutions seeking expert financial guidance. Whether you’re looking for comprehensive wealth management, retirement planning, or specialized investment strategies, these firms offer tailored solutions to help you achieve your financial goals. Below is a curated list of top investment management firms in Omaha, each providing unique expertise and client-focused services.
List of Investment Firms in Omaha
- Wellspring Capital Fund
- Bridge Financial
- Lawson Kroeker Investment Management Inc.
- Foster Group Inc.
- Mutual of Omaha Investor Services
- Vintage Financial Group
- Panorama Point Partners LLC
- Nebraska Financial Advisors
- Sterling Financial Advisors
- Regency Investments
1. Wellspring Capital Fund
Wellspring Capital Fund, managed by Kernen Capital, LLC, is a private investment fund that has made over 45 investments, currently holding a diversified portfolio of 27 assets across various sectors. While specific details about the fund’s investment strategy and sectors are not provided on their website, the fund’s diversified holdings suggest a broad investment approach.
🔹 Services: Investment Management, Private Equity, Portfolio Diversification
📍 Address: 11213 Davenport St Suite 111, Omaha, NE 68114
📞 Phone: 883-972-1539
🔗 Website: Wellspring Capital Fund
📧 Contact: [email protected]
2. Bridge Financial
Bridge Financial is a full-service financial advisory firm based in Omaha, Nebraska, dedicated to guiding individuals and business owners through various life stages with tailored financial solutions. Their offerings encompass retirement income strategies, insurance planning, wealth transfer, and investment management, including products like annuities, IRAs, 401(k) plans, and college savings plans. Emphasizing integrity and professionalism, Bridge Financial strives to understand each client’s unique financial situation, providing quality information and services to help them pursue their goals.
🔹 Services: Investment Management, Retirement Planning, Wealth Transfer Strategies
📍 Address: 11205 Wright Cir, Omaha, NE 68144
📞 Phone: 844-277-5497
🔗 Website: Bridge Financial
📧 Contact: [email protected]
3. Lawson Kroeker Investment Management Inc.
Lawson Kroeker Investment Management, established in 1986 and based in Omaha, Nebraska, is a third-generation, fee-only wealth management firm specializing in serving high-net-worth clients, including retirees, business owners, and individuals navigating significant life transitions. The firm manages approximately $600 million in assets and employs a disciplined, long-term investment strategy focused on a concentrated portfolio of individual stocks and bonds.
🔹 Services: Investment Management, Financial Planning, Estate & Tax Planning
📍 Address: 1926 S 67th St Suite 201, Omaha, NE 68106
📞 Phone: 800-810-5994
🔗 Website: Lawson Kroeker
📧 Contact: [email protected]
4. Foster Group Inc.
Foster Group is a fee-only, fiduciary financial advisory firm headquartered in West Des Moines, Iowa, with an additional office in Omaha, Nebraska. Since its founding in 1989, the firm has been committed to providing comprehensive financial planning and investment management services to individuals, families, and institutions. Their approach emphasizes a collaborative, team-based model, ensuring clients have access to diverse expertise.
🔹 Services: Investment Management, Retirement Planning, Charitable Giving Strategies
📍 Address: 14301 FNB Pkwy #207, Omaha, NE 68154
📞 Phone: 800-798-1012
🔗 Website: Foster Group
📧 Contact: [email protected]
5. Mutual of Omaha Investor Services
Mutual of Omaha offers a comprehensive suite of investment services designed to help individuals and families achieve their financial goals through personalized planning and professional guidance. Their offerings include retirement planning, investment management, estate planning, and strategies for business owners. Clients can collaborate with licensed investment professionals to develop customized financial strategies.
🔹 Services: Investment Management, Retirement Planning, Business Owner Strategies
📍 Address: 3301 Dodge St, Omaha, NE 68175
📞 Phone: 800-228-2499
🔗 Website: Mutual of Omaha
📧 Contact: [email protected]
6. Vintage Financial Group
Vintage Financial Group is a client-focused financial advisory firm based in Omaha, Nebraska, specializing in personalized wealth management services. Founded by Patrick M. Ricketts and Mindy S. Helfrich, the firm offers a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Their approach is deeply rooted in understanding each client’s unique values and aspirations.
🔹 Services: Investment Management, Estate Planning, Tax & Insurance Strategies
📍 Address: 14217 Dayton Cir #3, Omaha, NE 68137
📞 Phone: 402-932-7233
🔗 Website: Vintage Financial Group
📧 Contact: [email protected]
7. Panorama Point Partners LLC
Panorama Point Partners is a private equity firm based in Omaha, Nebraska, specializing in expansion-stage investments in high-growth sectors such as healthcare and software. Founded by Stephen J. George, the firm operates with a focus on identifying and supporting innovative market opportunities.
🔹 Services: Investment Management, Private Equity, Growth Capital
📍 Address: 13030 Pierce St. #300, Omaha, NE 68144
📞 Phone: 402-933-1280
🔗 Website: Panorama Point Partners
📧 Contact: [email protected]
8. Joseph Vampola Financial Planner at Nebraska Financial Advisors
Nebraska Financial Advisors is a fee-based financial advisory firm offering personalized financial planning services to individuals and businesses. Their team provides comprehensive solutions, helping clients prioritize, plan, and build their financial futures.
🔹 Services: Investment Management, Personal & Business Financial Planning
📍 Address: 1120 N 103rd Plaza Suite 220, Omaha, NE 68114
📞 Phone: 531-895-4023
🔗 Website: Nebraska Financial Advisors
📧 Contact: [email protected]
9. Sterling Financial Advisors
Sterling Financial Advisors provides financial planning and investment management services to clients in Omaha and beyond. Their team is dedicated to helping individuals and families achieve financial security through strategic planning and disciplined investment approaches.
🔹 Services: Investment Management, Financial Planning, Wealth Preservation
📍 Address: 3838 Davenport St, Omaha, NE 68131
📞 Phone: 402-970-9300
🔗 Website: Sterling Financial Advisors
📧 Contact: [email protected]
10. Regency Investments
Regency Investments offers investment advisory services with a focus on personalized financial strategies. Their team works closely with clients to develop tailored solutions that align with their long-term financial objectives.
🔹 Services: Investment Management, Retirement Planning, Portfolio Management
📍 Address: 1065 N 115th St Suite 210, Omaha, NE 68154
📞 Phone: 402-963-4426
🔗 Website: Regency Investments
📧 Contact: [email protected]
Choosing the right investment management firm is a crucial step toward securing your financial future. The firms listed above offer a variety of services, from wealth management to private equity, ensuring that you can find a partner that aligns with your financial goals. Whether you’re planning for retirement, managing assets, or seeking growth opportunities, these Omaha-based firms provide the expertise and personalized guidance needed to navigate the complexities of investing.
Each of these firms brings unique strengths to the table, making them worthy of consideration for anyone seeking professional investment management services in Omaha.
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