Find a Financial Advisor in Omaha

Omaha, NE

13321 California Street, Dodge Plaza, 1st Floor Omaha, NE 68154
Phone: (888) 321-0808
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Financial Advice that Makes the Complex Simple.

The Carson Wealth financial advisors in Omaha are the top-ranked in Nebraska by Barron’s and include two Barron’s Hall of Fame financial advisors in Ron Carson and Paul West.

Our team is on a mission to make the complex simple. That means transparency, trust and true value in everything we do.

We serve our clients with extensive financial planning services, specializing in wealth management for business owners, retirees, parents of college students and more. We also offer retirement income planning, trust services, legacy planning and more.

We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized investment management service with you.

OUR MISSION IS TO INSPIRE OUR OMAHA CLIENTS TO PURSUE TRUE WEALTH THROUGH EDUCATION, COMMUNICATION AND SERVICE THAT EXCEEDS YOUR EXPECTATIONS.

Financial Advisement

Wealth Management

Financial Planning Tailored to Business Owners

Resources

The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

Amazon Barnes & Noble

Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.
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7 Tips to Help Successfully Transfer Wealth to Your Kids

Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Paul West

CFP®
Managing Partner

James Caldwell

Wealth Advisor

Jason Comes

Wealth Advisor

Mark Lookabill

CFP®
Wealth Advisor

Dennis McMillan

CLU®, ChFC®
Wealth Advisor

Teresa Milner

Wealth Advisor

Michele Schreck

Wealth Advisor
Meet Our Whole Team

Primary Service Areas:
Our Nebraska advisors are proud to serve Omaha, Bellevue, Papillion, Ralston, Plattsmouth, Fremont, Gretna, Louisville, Bennington, Lincoln, Columbus, Elkhorn, La Vista, Ashland, Fort Calhoun and more cities in eastern Nebraska.