Connect

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.

Get Directions »

Get P&A in your inbox!

Our once-a-month email is designed to cover topics that impact your financial life, whether you’re just starting out, mid-career, or enjoying retirement.  Learn about planning opportunities, our thoughts on the markets, and many other empowering topics.  We will never sell or give away your email address, nor will we spam you.  We embrace the Golden Rule.

Get P&A in your inbox!

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 advocate for your best interests day in and day out. Our approach results in shared success.

Get P&A in your inbox!

Get P&A in your inbox!

Our once-a-month email is designed to cover topics that impact your financial life, whether you’re just starting out, mid-career, or enjoying retirement.  Learn about planning opportunities, our thoughts on the markets, and many other empowering topics.  We will never sell or give away your email address, nor will we spam you.  We embrace the Golden Rule.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

Please enter your name and email below.

You have Successfully Subscribed!