#1
Credit Advisors Foundation
“My experience signing up was very easy. Pablo explained everything clearly and gave me advice to make the best choices to get out of debt.” — Google review
Experts Reviews · 2026 Ratings
The Best Financial Advisors in Omaha, NE
We graded 10 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
—typical jobMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range).
99%say the price was fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.
4.95★average ratingPlain average of every Google star rating we collected for these companies.
0.5%bad jobs (1–2★, 2 yrs)Share of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
From 5,038 Google reviews of 51 top-rated financial advisors nationwide; 10 of them in Omaha, NE. Updated November 5, 2026.
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Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial advisors).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Calen Griffin - Mutual of Omaha AdvisorOmaha, NE | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 2 |  Stevens Capital Partners (Certified Financial Planner)Omaha, NE | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%100+69.2Reliability 31%99+30.5Experts Score= 100Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 3 |  Unified Legacy AdvisorsOmaha, NE | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%100+26.1Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 4 |  Envision Wealth StrategiesOmaha, NE | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 5 | Credit Advisors FoundationOmaha, NE | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%98+53.5Reliability 24%99+24Value 14%100+14.1Replies to reviews 7%100+7.1Experts Score= 99Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAA | 4.96 | — |
| 6 |  Jared Good CFP - Mutual of Omaha AdvisorOmaha, NE | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 7 |  Austin Williams - Financial Advisor, Ameriprise Financial Services, LLCOmaha, NE | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%99+30.5Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 8 |  Asset StrategiesOmaha, NE | A 93How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%92+63.7Reliability 31%95+29.2Experts Score= 93Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 4.92 | — |
| 9 |  Talon Wealth ManagementOmaha, NE | A 86How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%87+47.5Reliability 24%95+23Value 14%78+11Replies to reviews 7%63+4.5Experts Score= 86Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–BAB | 4.84 | — |
| 10 |  WealthPlan GroupOmaha, NE | A 85How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%89+61.6Reliability 31%77+23.7Experts Score= 85Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AB––A– | 4.82 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Advisors in Omaha, NE at a glance
How the 10 financial advisors we rated in Omaha, NE compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A10100%
- Grade B00%
- Grade C00%
- Grade D00%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up880%
- 4.80–4.89★220%
- 4.60–4.79★00%
- Below 4.60★00%
What customers praise
Share of Google review highlights.
- Quality16322%
- Professionalism23632%
- Responsiveness19626%
- Punctuality00%
- Value14520%
Was the price fair?
All price verdicts left with reviews.
- Great price19959%
- Reasonable12136%
- Overpriced31%
- Not sure124%
Price verdicts by year
Share calling it great / reasonable / overpriced.
2025
2026
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.
The 10 best-rated financial advisors in Omaha, NE average 4.9★ on Google across 2,026 reviews. Credit Advisors Foundation has the top rating (5.0★). Updated November 5, 2026.
10 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (2,026 reviews combined) and currently operating. Request a call back and the company will phone you directly.
#2
Unified Legacy Advisors
“If you are looking for very knowledgeable, and professional investment and wealth management, you should talk to ULA! They consistently exceed my expectations. I don’t want to spend my retirement days focusing on my…” — Google review
#3
Calen Griffin - Mutual of Omaha Advisor
“I highly recommend doing business with Calen Griffin! He does a phenomenal job guiding me through both my insurance options and overall financial planning. He explains everything clearly, takes the time to…” — Google review
#4
Stevens Capital Partners (Certified Financial Planner)
“We began working with Jake and Justin this year on our retirement planning, and we couldn't be happier with our decision. They brought up so many important factors for us to consider that we hadn't even thought of.…” — Google review
#5
Envision Wealth Strategies
“Jill has watched our family grow and not only helped us manage our finances, retirement, etc. but has also given instrumental guidance when other needs surfaced. She is genuine and truly cares about her clients. I…” — Google review
#6
Asset Strategies
“Ryan Nelson is as honest and trustworthy as a person could be. I am honored to be his friend. If you need someone to help you navigate your financial situation give him a call!” — Google review
#7
Jared Good CFP - Mutual of Omaha Advisor
“Jared is thoughtful and caring and I believe he has your best interest at heart. He is not pushy and tries to help in any way he can. Highly recommend!” — Google review
#8
Austin Williams - Financial Advisor, Ameriprise Financial Services, LLC
“Probably one of the most knowledgeable person I have ever met. He is very professional yet feels like he is an old friend. Highly recommended. At the end of the day he just wants you to be successful” — Google review
#9
Talon Wealth Management
“My wife and I were very impressed with the time spent with us and the detailed review. Jim the planner was great about making sure we understood the plan. Whole process was excellent. Very happy we went with them.” — Google review
#10
WealthPlan Group
“WealthPlan Group is an outstanding Financial Planning and Investment management firm. They truly put their clients first. The on-going communication is second to none. I have been associated with WealthPlan Group…” — Google review
How we pick financial advisors in Omaha
We scan Google Maps for financial advisor listings in and around Omaha, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.
Frequently asked questions
Who is the highest-rated financial advisor in Omaha?
Credit Advisors Foundation has the highest Google rating on our Omaha list: 5.0 out of 5 from 1,581 reviews (as of November 5, 2026).
Which financial advisor in Omaha has the most reviews?
Credit Advisors Foundation has the most Google reviews among the companies listed here: 1,581, with a 5.0★ average.
How are these financial advisors chosen?
Only open Omaha-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.
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