Financial Advisor Serving Omaha, NE

Fee-only, fiduciary planning for Nebraska families and professionals

You deserve a financial advisor who understands your goals, simplifies your decisions, and delivers sophisticated guidance without unnecessary complexity. Whether you live in Omaha full-time or split your life across states, we provide clear, proactive wealth management designed around what matters most to you.

Bringing High-Level Financial Guidance to Omaha

Local insight powered by national-level expertise

Sterneck Capital Management proudly serves clients throughout Omaha and the surrounding communities, supported by team members who live and work right here in Nebraska. You gain access to a seasoned wealth management firm founded in 1989, with decades of experience serving high-income professionals, business owners, and multi-generational families. Our approach blends structured financial planning, disciplined investing, and attentive, relationship-driven service. While many firms in Omaha are tied to brokerage products or commissions, we operate as an independent, fee-only fiduciary—meaning your best interest is our only priority. You get objective, strategic guidance delivered with the clarity and transparency you deserve.

Comprehensive Wealth Management for Omaha Households

Planning and investing designed for real financial lives

Your financial plan should be more than a collection of accounts; it should be a coordinated strategy that supports your goals now and over time. Omaha clients come to us with a wide range of needs—from preparing for retirement to navigating concentrated stock positions to managing wealth after selling a business. We integrate every part of your financial picture so you can move forward with clarity and confidence. Our work often includes:


  • Retirement Planning: Helping you prepare for a smooth, tax-aware transition into retirement and reliable long-term income.
  • Investment Management: Evidence-based portfolio construction paired with disciplined oversight and ongoing monitoring.
  • Tax Strategy & Planning: Forward-looking tax decisions designed to reduce unnecessary tax drag and preserve your wealth.
  • Estate & Legacy Planning: Coordinating with attorneys, CPAs, and trustees to structure and transfer assets according to your wishes.
  • Complex Wealth Guidance: Support for business owners, executives, and high-net-worth families with multi-layered financial considerations.

Why Omaha Clients Choose a Fiduciary Advisor

Independent advice built around your life—not a sales agenda

Nebraska investors often value transparency, integrity, and practical decision-making—qualities that align directly with how we operate. As a fiduciary firm, we provide unbiased, product-agnostic advice rather than pushing investments tied to commissions or sales quotas. You receive clear recommendations backed by a deliberate planning process, not generic templates or one-size-fits-all portfolios. Our deep experience with executive compensation, business sale planning, multi-state residency, and Nebraska-specific tax considerations means we understand the nuances affecting Omaha households. Whether you prefer virtual meetings or a personal touch from our Omaha-based team members, you get support that feels close, consistent, and genuinely invested in your success.

Serving Omaha and the Greater Nebraska Region

From the city to surrounding communities and neighboring states

We work with clients throughout Omaha, including neighborhoods and surrounding areas such as Elkhorn, Papillion, La Vista, Bellevue, Gretna, Bennington, and Council Bluffs. Many clients come to us with assets and responsibilities spread across multiple states, employers, and family situations, and we ensure all those components are accounted for in your plan. If you are balancing a demanding career, planning a business transition, or coordinating wealth for your family’s future, our team provides structure and clarity at every step. You can meet with us virtually or connect with our Nebraska-based team member for local perspective when you need it. No matter how complex your financial life becomes, you receive guidance that adapts with you.

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Frequently Asked Questions

Working with an Omaha-area financial advisor

  • Do you have an office in Omaha?

    While our primary office is in Kansas City, we have dedicated team members based in Omaha who support clients across Nebraska. This structure allows us to provide a personal, localized experience without the limitations of a traditional brick-and-mortar office. Many clients prefer virtual meetings or on-demand conversations, which we offer as part of our standard service. If you prefer an in-person meeting, we can coordinate that through our Omaha-based team member. You get convenience, connection, and expertise—without sacrificing personal attention.

  • Can you help with Nebraska-specific tax and retirement planning?

    Yes. We stay informed about Nebraska’s tax structure, including how the state treats retirement income, charitable giving, inheritance tax rules in certain counties, and credits available to retirees. This allows us to build plans that reflect your actual tax landscape rather than generic assumptions. Whether you plan to retire in Nebraska or relocate later, we model scenarios so you understand how state taxes affect your long-term income. Our goal is to help you make informed decisions with all relevant factors in view.

  • How does working with a non-local advisor benefit Omaha clients?

    Many Omaha households value direct, responsive communication—and our model supports exactly that. Instead of navigating large institutions or call centers, you work closely with a small advisory team that knows your goals and monitors your progress. Virtual meetings eliminate the need to travel across town, and secure digital tools make collaboration simple. Because we serve clients nationwide, we are well-equipped to handle multi-state planning needs, executive compensation from national employers, and more complex wealth scenarios. You get seasoned guidance without the friction of a traditional office-only relationship.

  • Do you coordinate with local attorneys, CPAs, and other professionals?

    Absolutely. Many Nebraska clients rely on us to coordinate with their estate attorneys, accountants, and insurance professionals to ensure every part of their financial life works together. We frequently collaborate with Omaha-area professionals and can also provide referrals when needed. This team-based approach helps prevent gaps, miscommunication, or missed opportunities in tax, estate, or investment decisions. You get a fully integrated strategy instead of piecemeal advice. Collaboration is a core part of how we serve clients with complex financial needs.

  • What does the process look like if I’m considering becoming a client?

    It starts with a brief introductory call to learn about your goals, your financial life, and the questions you want answered. If we determine there is a good fit, we move into a discovery and planning phase where we gather data, review your current strategies, and identify opportunities for improvement. You receive recommendations that are specific, actionable, and easy to understand. Once the plan is implemented, we monitor progress together, adjusting as life changes. If we’re not the right match, we’re still happy to guide you toward helpful next steps.