Find Help · Nebraska
Verified financial advisors in
Nebraska.
Financial Advisors serving Nebraska. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Nebraska law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Nebraska so far: 20 financial advisors, 4 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Nebraska guide, which cites the statute or the state agency behind it. Read the Nebraska guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Nebraska is the order to work in. It's free and it always will be.
Allen Capital Group, LLC
Nebraska financial advisory firm offering investment, trust, tax planning, retirement, estate, and insurance services in the Grand Island area.
America First Investment Advisors LLC
Nebraska investment advisor offering investment management and financial planning services, including estate planning and tax minimization guidance, in the Omaha area.
Ameritas Advisory Services, LLC
Nebraska financial advisor offering registered investment advisor services and investment opportunities through Ameritas Advisory Services, LLC, in the Lincoln area.
Arnold Weitz & Co
Nebraska financial advisory firm offering financial planning, retirement planning, estate and charitable giving, portfolio management, risk management, and education planning services, including guidance for business owners, retirees, and women investors, in the Elkhorn area.
Avior Wealth Management, LLC
Nebraska financial advisory firm offering retirement, investment, tax, insurance, cash flow, estate, education, and business owner planning services in the Omaha area.
Boston Omaha Asset Management
Nebraska commercial real estate investment firm offering hard money loans and direct debt and equity investments in the Omaha area.
Cambridge Advisors Inc
Nebraska financial advisory firm offering financial planning, investment management, retirement planning, and retirement plans, including services for business owners and not-for-profit organizations, in the Omaha area.
Fairway Asset Management, LLC
Nebraska investment management firm offering financial planning, investment management, individual retirement planning, and retirement plans in the Omaha area.
First Nebraska Financial Services
Nebraska financial advisor offering financial guidance, advisory services, and wealth planning strategies in the North Platte area.
Garnett Investment Strategies
Nebraska financial advisor offering retirement planning, wealth and risk management, company retirement plans, insurance strategies, and fiduciary investment advisory services, including options for individuals, athletes, and non-profit organizations, in the Beatrice area.
Hbe Wealth Management, LLC
Nebraska wealth management firm offering investment consulting, retirement plan services, institutional advisory services, and advanced planning including tax, estate, and risk management, in the Lincoln area.
Lawson Kroeker Investment Management Inc
Nebraska investment management firm offering wealth management, investment management, and estate planning resources, including services for retirees, business owners, and career professionals, in the Omaha area.
Mcmill Cpa And Advisors
Nebraska financial advisory firm offering wealth management, business and family services, and audit and assurance services in the Norfolk area.
Private Wealth Asset Management
Nebraska financial advisory firm offering wealth planning, investment management, natural resources, endowments and foundations, and business transitions services, including outsourced CIO services, in the Omaha area.
Sequent Planning, LLC
Nebraska financial advisor offering retirement, investment, estate, insurance, tax, and money planning services in the Omaha area.
True Measure Wealth Management
Nebraska wealth management firm offering financial planning services in the Omaha area.
Wealth Advisors Network, Inc.
Nebraska financial advisor offering financial planning, investment advisory services, and goals-based planning, including access to advisors with insurance licensing and professional designations such as CFP and CPA, in the Hastings area.
Wealthplan Investment Management LLC
Nebraska investment management firm offering investment management, wealth management, retirement, tax strategy, estate, high-net-worth, and small business planning services in the Omaha area.
Wealthplan Partners
Nebraska financial advisory firm offering investment management, wealth management, and retirement plan services, including cash balance plans and Medicare resources, in the Omaha area.
Weitz Investment Management, Inc.
Nebraska investment management firm offering mutual funds, ETFs, fixed income, and equity/allocation fund products for individual, financial professional, and institutional investors in the Omaha area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
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- Delaware
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- Georgia
- Hawaii
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- Illinois
- Indiana
- Iowa
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- Kentucky
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- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
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- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →