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Our Business Is Based On Trust 

15606 Elm St Ste 103
Omaha, NE 68130
Phone:
  • (402) 861-9696
Fax:
  • (402) 861-9115

Flipbooks

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Calculators

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"Our culture is rooted in objectivity and the desire to offer individualized strategies on a client-by-client basis."

Egermier Wealth Management Group is an independent comprehensive financial services firm headquartered in Omaha, NE. While our practice is rooted in Retirement Income Distribution, we have grown to become a firm with the capabilities to help you seek to build your wealth, live your life and aid in the ever important transition into retirement. We are a team of CERTIFIED FINANCIAL PLANNER™ professionals with more than 30 years of experience helping our clients to identify and work towards their goals. Our objective and professional approach allows us to align with our clients free from the pressures of sales quotas and proprietary products. The following is a sample of the services offered by Egermier Wealth Management Group:

  • Investment Management
  • Wealth Planning
  • Retirement Income Planning
  • Risk Management
  • Estate Planning
  • College Savings Planning
  • Business Planning

As business owners, we understand that our clients expect us to be accountable stewards of their capital. Taking the time to evaluate your entire financial picture by analyzing your individual circumstances, goals and time horizons, allows us to build a more actionable plan. Our goal is to have you walking out of our offices with a clear understanding of how you will be moving ahead. “Our Business is Based on Trust.”