Bob Bennie Wealth Management
“I appreciate you taking a last minute appointment with me since I was flying by!”
Best Financial Advisors in Lincoln, NE
24 firms listed · all 24 in Lincoln · 19 rated 4.5+
Data verified October 19, 2026
Flagstone Financial Management
“We've been working with them for nearly two years and they've been integral in helping us navigate both estate planning and long term investment strategies.”
Shunkwiler Financial
“She's easy to talk to, knowledgeable, and someone I feel comfortable trusting with my financial future”
Ewerth & Associates, CPA
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.”
Tomorrow's Money
“They offered knowledgable suggestions for estate planning based on their extensive research and expertise as to the best course for our family to follow.”
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 3.7 to 5.0 across 401 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. 2 list staff certifications (CFP) and 5 have a BBB rating of A or A+. 18 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; 19 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.
JS Financial
“They are always accessible whenever I call and I believe that they are actively working to grow my retirement portfolio.”
Oswald Financial Group
“Bryan is always so personable, professional, helpful and knowledgeable offering the best products for our needs.”
NJN Financial Group
“Wants to know short term and long term goals so he can provide the proper advice.”
Rediger & Company Cpas
Pinnacle Wealth Management
“Rick and the team at Pinnacle Wealth Management are easy to work with and take the time to understand our financial goals.”
37 Wealth
“We are very pleased with Michael's knowledge of investments and retirement planning and we feel very comfortable with his advice.”
Kuzma Financial Services
“He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways”
Sipherd & Associates Cpa's
“They are great and have helped my business in numerous way.”
R² Wealth Management Partners
“Contunue be extremely pleased with the knowledge and guidance of this team.”
Universal Financial Strategies
FP Wealth Management
“They all provide service to their clients that meets or, more often, exceeds the work I have seen in any other financial practice.”
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.”
Baer Goff Financial Services
Southwestern Investment Group
“Great at teaching, in addition to giving advice.”
Ferris Financial Group
“I have gotten to know Marcus on a personal level and can't speak highly enough about him and his work.”
Stonebridge Wealth Systems
“If he is any indication of the quality type of person that works there this is a fine institution.”
Lincoln Capital
Steinkuhler Financial Group
“I have been very pleased to have Ty Steinkuhler of Steinkuhler Financial Group as my investment counselor.”
Why these companies made our list
What clients say about firms in Lincoln
- “Since our initial meeting, he has consistently kept me informed about my portfolio, providing timely updates, and offering options for consideration.” — client of Shunkwiler Financial
- “The team is very welcoming and extremely knowledgeable about financial wellness; always willing to provide suggestions to get your portfolio where you want it to be—love my team!” — client of Bob Bennie Wealth Management
- “Mike and Danny are knowledgeable, trustworthy, and always take the time to clearly explain our financial plan so we understand the process.” — client of Flagstone Financial Management
- “Whether you’re highly involved in your finances or need a financial planner who just sets everything up for you, Dan and his colleagues will provide the level of care you want and need in a professional yet relaxed setting.” — client of Flagstone Financial Management
Excerpts from public reviews of the firms listed on this page.
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