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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor's network of vetted financial advisors are from large
Fortune 500 companies to small independent financial firms to suit
each individual's comfort levels. Each and every advisor is
pre-screened for industry experience, disclosures, and registrations
with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide
financial freedom and security for families and individuals like
you.
Please note that the list of financial
advisors mentioned below do not include all the financial advisors
in our network, as some have not been listed online as per their
corporate compliance restrictions. More vetted fiduciary financial
advisors near you may be available when you use our free
advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial
services such as wealth management, retirement planning, portfolio
management, estate planning and much more.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 9 Years | $37,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | $100,000 | Fee-Based | |
| 22 Years | Not Specified | $10,000 | Fee-Only |
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
5310 S 139th Plz Ste 301,
Omaha,
NE
68137
Phone Number
402-339-4040
Geoffrey J. Hemenway is an Financial Advisor and Financial Planner. He joined Hemenway Financial Services in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling
Since 1986, Hemenway Associates, Inc. has provided a comprehensive offering of wealth management, tax, and accounting services to clients throughout Omaha, Nebraska and its surrounding cities. Our firm was founded by Joseph Hemenway with the desire to serve the extensive tax and accounting needs of both individuals and business owners. While our team has grown and our services have expanded to include wealth management, our mission has remained the same and now offer both under the name of Hemenway Financial Services. We seek to provide accurate, useful information to our clients regarding their current financial situation, which will enable them to react to current business and personal needs while planning for future growth and requirements. Today, we offer in-depth services, from retirement and estate planning to bookkeeping and IRS representation. In all that we do, we are dedicated to upholding our key principles: Our team will always consist of talented professionals dedicated to providing quality services to our clients. We tailor our services to our clients individual needs. We communicate with our clients frequently to foster a better understanding of both the clients expectations and needs. We are here to help our clients implement solutions to their problems by providing the information, tools, and technology needed. We are proactive in informing our clients of changing regulations and tax laws, allowing them to best anticipate the effects these changes will have on their bottom line. We protect the confidentiality of our clients financial information.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
Firm CRD# 155344
Compensation/Fee Fee-Based, Based on Assets
Office Location
14600 Branch Street,
Omaha,
NE
68154
Phone Number
888-829-1791
Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6169689
Firm CRD# 283254
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
16820 Frances St., Ste 202,
Omaha,
NE
68130
Phone Number
402-709-9374
Nicholas Randall is the President of Randall Wealth Advisors, LLC. A local Registered Investment Advisory practice based in Omaha, NE. Randall Wealth Advisors, LLC is a fee only practice that takes the responsibility of being a fiduciary seriously. Nicholas is a graduate of the University of Nebraska-Lincoln. He has over 22 years experience in Insurance and Financial Services. He helps a variety of clients in the areas of financial planning, retirement planning, social security claiming strategies and wealth planning. Nicholas also helps individuals with risk planning as well by looking at the whole financial picture, not just investments, but by addressing health care needs, long term care need and helping clients prepare for the unexpected.
Randall Wealth Advisors is a fee-only wealth management firm. We are fiducaries and must put your needs before our own. Our firm incepeted in 2015, but we have over 22 years experience in financial services. We customize portfolios to our client's specific needs, which allows us to provide a moe nimble approach to the market, expecially in times of volatility. We are also holistic advisors in the sense that we also look at the risks that can derail your retirement. An understanding of risks is paramount to this approach as our advisors will typically spend a considerable time getting to know you and your unique situation prior to enacting a plan or recommendations.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
