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Financial Advisors in Omaha, Nebraska

Located in the heart of Omaha in the Regency area, with easy access off the West Dodge Expressway, our Omaha office brings together CERTIFIED FINANCIAL PLANNERS™, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

10040 Regency Circle
Suite 310
Omaha, Nebraska 68114

888.355.2151
Hours: 8 AM – 5 PM, Monday – Friday

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About Us

Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Omaha that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, retirees, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Needs of the Omaha Community

Our office serves clients who live and work in Omaha and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or tax strategy and planning, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:

  • Omaha Community Foundation
  • Boys and Girls Club of the Midlands
  • Joslyn Castle
  • Non-Profit Association of the Midlands
  • Omaha Community Playhouse

Meet Your Omaha Team

Laura Combs

Managing Director

Douglas Gilbert

Regional Vice President

Brett Landstrom

Client Advisor

Kristen Comeau

Regional Sales Associate

Maeve Schmid

Associate Planner

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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