Quick Look: Best Financial Advisors in Lincoln, Nebraska Near You
- Best for Young Professionals: Solid Ground Financial Planning
- Best Robo-Advisor: M1 Finance
- Best for Challenging Financial Stages of Life: Pittenger & Anderson, Inc
- Best Portfolio Analysis: Personal Capital
- Best for Families and Businesses: Buckingham Strategic Wealth, LLC
- Best for Entrepreneurs, Retirees and Young Professionals: Flagstone Financial Management
Lincoln has a flourishing business community and boasts of a highly educated workforce that is attractive to new business development and expansion. Quite naturally, it is also home to multiple quality financial advisors.
Benzinga has found some of the finest financial advisors in Lincoln so that you can get top-notch financial guidance. Read on to learn about our findings.
Best for Young Professionals: Solid Ground Financial Planning
Solid Ground Financial Planning is a fee-only advisory firm based in Lincoln, Nebraska. Although the firm is based in Lincoln, it has the capability to meet and work with you wherever you are. The firm specializes in helping young professionals and families with personalized financial planning and investment management.
The firm helps you with any stage of life and does not require any minimum amount to do business. If you’re young and need financial guidance for life events such as buying a home, saving for your 401(k), or even starting a family, Solid Ground Financial Planning could be a good fit for you.
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
Looking for a money management platform that can help you make money, save money and invest? M1 Finance lets you do just that. What’s more? It’s absolutely free.
You can use M1 to access your cash and spend with its checking account. Need to borrow money? M1 gives you access to a flexible line of credit with just $10,000 invested. M1 also lets you use its intelligent automation to invest in a portfolio of exchange-traded funds (ETFs) and stocks.
M1 Plus, M1’s upgraded account, offers benefits such as low borrow rates (2%), cashback (1%) and more. You can upgrade to M1 Plus by paying the signup fee of $125.
Best for Challenging Financial Stages of Life: Pittenger & Anderson, Inc
Pittenger & Anderson is an independent, fee-only firm with certified financial planner (CFP) professionals. The firm offers financial services for individuals, families and organizations in Nebraska and around the country.
Pittenger & Anderson specializes in providing financial planning for 3 categories:
- Rising success: If your career is taking off and your account balances are growing, the firm offers smart financial decisions to make the most of your money. You will need at least $250,000 in investable assets to use the firm’s service for this category.
- Major life events: You can get expert advice on any of the following major life events — sale of business, suddenly single, job change or inheritance. You will need at least $500,000 in investable assets for this category.
- Retirement: The firm offers retirement planning, whether you’re looking to quit working, scale back or start a new venture. This category requires at least $500,000 in investable assets.
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital lets you monitor your money and investments with ease. You can view your finances on its dashboard by connecting your accounts (IRAs, mortgages, loans, checking, credit cards and savings). You can see your net worth and use financial tools on your phone, tablet or even your computer.
Think you’d be more comfortable having your investments managed by a professional? Personal Capital lets you opt for managed services if you have at least $100,000 in investment assets.
Best for Families and Businesses: Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth is a financial advisory firm based in St. Louis, Missouri. The firm has an office in Lincoln, Nebraska with a strong team of CFP®s.
The firm’s advisors are known for providing highly personalized services for families and businesses. The Lincoln branch is supported by Buckingham's deep bench of multidisciplinary specialists. You can expect in-depth knowledge of multiple financial services from retirement planning and estate planning to insurance analysis and fixed-income portfolio creation.
Buckingham Strategic Wealth is a fiduciary, taking no commissions with no agenda to sell any products. The firm focuses on offering solid, long-term financial advice.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
8182 MARYLAND AVENUE SUITE 500ST LOUIS MO, 63105
Phone number
314-725-0455
Best for Entrepreneurs, Retirees and Young Professionals: Flagstone Financial Management
Flagstone Financial Management is a fee-only financial planning and investment management firm.
The firm specializes in helping 3 types of clients:
Entrepreneurs: The firm helps business owners by taking care of their personal finance so that they can focus on building the business.
Retired or nearly retired: You can get tax-efficient and strong investment plans so that you don’t have to worry about quitting work.
Young professionals: The firm helps any young professional who is starting out and requires financial guidance in navigating through their careers.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- INVESTMENT CONSULTING SERVICES
Address
5801 HIDCOTE DR. STE 100 LINCOLN NE, 68516
Phone number
402-413-0440
Frequently Asked Questions
Do I need a financial advisor for retirement?
Financial advisors can certainly give you the necessary handholding to plan for your retirement. They identify your sources of income, estimate expenses, implement savings programs, manage assets and more.
How do you evaluate a financial advisor?
A good start to finding a financial advisor is by asking your friends and family. Make sure that you deal with a firm that is a fiduciary, which means that it will look out for your interest at best without any hidden agendas.
Can financial advisors help debt?
Absolutely. Financial advisors specialize in creating a comprehensive plan by analyzing your finances and your debt amounts to help you bounce back to the green zone.
Find a Financial Advisor in Lincoln
It can be a real hassle to manage your money if you have little to no skill or time for it. Consulting a good financial advisor can really ease that burden. You can expect strategic investments, tax optimization and solid plans for retirement to live a stress-free future. Financial advisors can help you make your short- and long-term goals a reality.
Methodology
To determine the top financial advisors in Lincoln, Nebraska, we pored through all SEC-registered advisory firms who have an office in Lincoln. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.