Financial Planning & Wealth Management in Omaha

Fiduciary financial guidance for individuals, families, and institutions in Omaha, Nebraska, and nationwide.

Hours: Monday-Friday, 7:30 AM – 4:30 PM

Financial Planning & Wealth Management in Omaha

Fiduciary financial guidance for individuals, families, and institutions in Omaha, Nebraska, and nationwide.

Hours: Monday-Friday, 7:30 AM – 4:30 PM

Omaha, NE

14301 FNB Parkway,

Suite 207
 Omaha, NE 68154

Opens in a new window 402-733-1700 Call us at 402-733-1700

Let's talk

Everyone’s financial journey is different. Whether you’re planning for what’s next or looking for guidance along the way, we’re here to help. Complete the form below, and a member of our team will reach out to start the conversation.

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message from Foster Group. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy.

Omaha, NE

14301 FNB Parkway,

Suite 207
 Omaha, NE 68154

Opens in a new window 402-733-1700 Call us at 402-733-1700

Meet Our Omaha Team

Since 2015, our Omaha, Nebraska team has helped clients navigate complexity, plan with intention, and build lasting confidence in their financial future.

Get to Know Our Team
Financial Planning in Omaha, NE
Financial Planning in Omaha, NE
Financial Planning in Omaha, NE
Financial Planning in Omaha, NE

Latest Financial Perspectives Articles

Investments

10 Questions to Ask After Your Financial Advisor’s Firm Is Sold

Foster Group

Foster Group

09/21/26

Financial Planning Tax

Financial Perspectives: Year-End Tax Planning: Avoiding Costly Mistakes Before December

Hosted by : Marcus Iwig & Isabel McMillen

09/18/26

Aiming for a GreatTransition | Kent Kramer
Financial Planning Lifestyle

Aiming for a Great Transition

Kent Kramer

Kent Kramer, CFP®, AIF®

09/17/26

Financial Planning

What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums

Missy Roh

Missy Roh, CPA

09/15/26

Couple sitting at table
Financial Planning Tax

When Does a Roth Conversion Make Sense? 5 Tax-Saving Opportunities

Isabel McMillen

Isabel McMillen, CFP®

09/08/26

Financial Planning

Chart of the Month – September 2026

Michael Westphal

Michael Westphal, CFA®

09/03/26

Financial Perspectives: 529 Plans
Financial Planning

Financial Perspectives: 529 Plans Are More Flexible Than You Think

Hosted by : Gretchen Muller & Ryne Oller

08/17/26

Financial Planning

Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor

Hosted by : Gretchen Muller & Kent Kramer

08/12/26

You Saved Into a 529. Now How Do You Use It? | Jake Kinnetz
Financial Planning

You Saved Into a 529. Now How Do You Use It?

Jake Kinnetz

Jake Kinnetz, CFP®

08/10/26

August Chart of the Month | Foster Group
Financial Planning

Chart of the Month – August 2026 – 529 Plans

Jack Davies

Jack Davies, CFA®

08/04/26

How Much of the Market is AI-Driven | Matt Moklestad
Investments

What Nvidia Teaches Us About the Power of Diversification

Matt Moklestad

Matt Moklestad, CFP®, CIMA®, AIF®, MBA

07/21/26

Gretchen Muller
Investments

Financial Perspectives: Why Your Portfolio Needs a Lifeboat – A Conversation with Baird’s Warren Pierson

Hosted by : Gretchen Muller

With guest Warren Pierson

07/11/26