Financial Advisors in Omaha
Located in the heart of Omaha in the Regency area, with easy access off the West Dodge Expressway, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
260 Regency Parkway Drive
Suite 113
Omaha, Nebraska 68114
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About Us
Mercer Advisors has over 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.
Financial Management to Help Maximize Wealth
Our Omaha financial advisors specialize in helping individuals, families, foundations, endowments, 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 Financial 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
Senior Vice President, Sales
Kristen Comeau
Regional Vice President
Brett Landstrom
Sr. Wealth Advisor
Maeve Schmid
Associate Wealth Advisor
Stefen Donohue
Client Service Specialist
