Hemenway Financial Services
“Helped my confused partner understand what was wrong with his taxes and cleared it all up.”
Best Financial Advisors in Omaha, NE
24 firms listed · all 24 in Omaha · 2 open weekends · 18 rated 4.5+
Data verified October 21, 2026
McFarlin & Brokke
“Doug does an awesome job for my company and we fully appreciate his work and the care he has in that that work.”
Steier & Associates
“Expect the highest in ethics; both for your operations and innovative tax and estate planning.”
Asset Strategies
“They always communicate how our accounts are doing on a monthly basis and even in just the last 2 years of working with them we have already seen exponential growth.”
Rick Young Financial Services
“He's extremely knowledgeable about the current market and how it relates to my own personal long term retirement goals.”
Nabity Business Advisors
The 24 firms listed for Omaha, 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: Omaha, NE
All 24 firms we list here are in Omaha itself. We have 96 firms in Omaha on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.0 to 5.0 across 269 reviews; 18 are rated 4.5 or higher. 1 is open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (4), financial planning (4), quickbooks services (4), services for individuals (4) and tax services (4). 10 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 5 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 16 list a public email and 1 takes 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 Omaha offer a free first meeting?
2 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.
Monahan Financial
“He exhibits sound judgement and genuine concern for his clients.”
Massman Nelson Reinig
“Awesome people, Awesome service and their knowledge base is second to none.”
Callahan Financial Planning | Omaha Financial Advisors
Agsn
“Steve is great and it's helping with our complicated tax returns from several states and two countries!”
Unified Legacy Advisors
“After my father passed Mike and his team took fabulous care of my mom.”
Retire Smart
“Their holistic approach to financial planning has given us confidence as we face turbulent and challenging economic times.”
Vista Wealth Group
“I get my investments overseen by Sherman, here.”
Dutton & Associates
“I have been using Dutton and associates for over 20 years and have had nothing but 100% positive experiences”
Revolution Group
“My husband & I have a lot more peace of mind & know they will help us achieve our goals.”
Mutual of Omaha Investor Services
“Very fast claims processing and no need to mail in the death certificates.”
Sequoia Wealth Partners
Northwestern Mutual Wealth Management Company: Rob A Randels
“You couldn't ask for a better team to help you with your finances.”
Stevens Capital Partners
“David Stevens and his financial team are the absolute best at what they do.”
Hayes & Associates
“Did the taxes for my firm and all employees, with excellent accuracy, efficiency, grace, and care.”
Cambridge Advisors
Schleisman Onken & Associates
“The peace of mind with my taxes, payroll and forms (that I hate) are worth any dollar amount they ask!”
Keystone Financial Services
“I would strongly recommend their financial services to anyone looking for outstanding service !”
Wealth Analytics
“Victoria explains complicated finanical events with ease so everyone can understand them.”
Why these companies made our list
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