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Your fiduciary advisor awaits.
How can we help?

Your financial advocate awaits.
How can we help?

Phone

(402) 328-8800
(800) 897-1588

Address

5533 South 27th Street, Suite 201
Lincoln, NE 68512

Our office is located one block north of 27th & Old Cheney in the white, two-story building with the P&A and bull and bear logos.  Suite 201 is at the top of the stairs and straight off the elevator.

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Our monthly email is written in-house to educate and entertain.  We cover the markets, personal finance, charitable giving, tax strategies, and “just for fun” topics.

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Our monthly email is written in-house to educate and entertain.

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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