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Flagstone Financial Management
- Interest
- Meetings
- Mind
“We are long-time long-distance clients from the west end of the state but that has never compromised the service we get from Michael, Dan and the crew.”
Best Financial Advisors in Lincoln, NE
24 firms listed · all 24 in Lincoln · 20 rated 4.5+
Data verified October 19, 2026
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Shunkwiler Financial
- Fun
- Questions
- Market
“Brett's knowledge, proactive communication, and ability to adapt strategies to evolving financial landscapes has made our retirement journey more secure and rewarding.”
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Bob Bennie Wealth Management
- Values
- Questions
- Pension Fund
“They greatly relieved concerns that I had regarding moving funds from a company 401K upon resigning and have assisted us with other wealth management funds.”
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Rediger & Company Cpas
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Ewerth & Associates C.p.a
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Grossman Financial Planning: Lee Grossman
“He is always very down to earth and very good at explaining even complicated financial matters in a way that even those who are not familiar with financial markets can easily understand.”
The 24 firms listed for Lincoln, NE provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lincoln, NE
All 24 firms we list here are in Lincoln itself. We have 45 firms in Lincoln on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 233 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 56 years. 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lincoln offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Tomorrow's Money
- Knowledge
- Ira
“There are so many aspects of finance, insurance, savings, budgeting, investment and preparing for future life that would be overwhelming to us without their help.”
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Capital Consulting-Asset Management
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NJN Financial Group
- Questions
- Communication
- Market
“They have handled my personal and business retirement accounts for employees and do a phenomenal job with communication and making sure we're in a great position.”
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Pinnacle Wealth Management
“Fantastic people who do a great job.”
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Oswald Financial Group
- Medicare
“Bryan was able to Cut our Monthly Supplement Plan Premium in Half with his knowledge of Medicare Options and was able to Guarantee Our Premiums would Not Increase due to Our Age in future years !!!”
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37 Wealth
“I have had Loren's help since 1988.”
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R² Wealth Management
“Contunue be extremely pleased with the knowledge and guidance of this team.”
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Sipherd & Associates Cpa's
“They are great and have helped my business in numerous way.”
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Kuzma Financial Services
“He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways.”
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Universal Financial Strategies
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JFC Financial Services
“I am extremely excited with the plan he has for our retirement investments.”
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Perspective Planning Partners
“Even though talking about financial planning can sometimes be uncomfortable and nerve-racking, the professionalism, knowledge and caring attitude shown by them made this appointment and conversation a pure delight.”
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JS Financial
“Due to other considerations, we eventually decided to stay with our current business advisors, thus not moving to Joel's, but we very seriously considered moving our investments to Joel.”
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FP Wealth Management
“I have had many conversations about finance with Brett and Tom and they are both very knowledgeable in his field.”
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Baer Goff Financial Services
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Stonebridge Insurance and Wealth Management
“If he is any indication of the quality type of person that works there this is a fine institution.”
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Ferris Financial Group
“If you have money in a 401K from an old job, or if you are looking to maximize your investment or even just getting started in investments, let Ben help guide you along they way, you won't be dissappointed!”
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Steinkuhler Financial Group
“I have been very pleased to have Ty Steinkuhler of Steinkuhler Financial Group as my investment counselor.”
Retirement Planning and Investment Management Services in Lincoln, NE Cost Estimates
Minimum cost
$1231
Maximum cost
$10462
National Average
$3693
Avg Per Hour Rates
$370
$2462
$6770
Typical price range is based on 391 cost profiles
Why these companies made our list
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