Financial Planners in Omaha

“Been with them a year, so far the service and advice have been great. Jacki has been understanding of our situation, helpful in making needed changes and offered very helpful advice without pressure. Initial client meeting was excellent as well.“

“Best planner I’ve ever had. Great with numbers and results. I will be a lifer with Matt Ryan and the team. I thank God for this group“

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“Kristen has been a great help to my mom and I. She met with us and reviewed her current investments. After one 2-hour meeting with Kristen, we had the best understanding of her investment portfolio since its inception roughly 15 years ago. We went through 2 advisors before finding a home with Kristen. She is very knowledgeable and most importantly, I can trust the advice she gives us.“

“Super happy with our decision to convert from older dbcams portfolio management system to Orion in 2014. Our process and business has improved so much since then, thanks to the tools and continual development of Orion's tech platform. Next up for us is to engage and implement their rebalancer unit, Eclipse. Keep up the great work Orion team!“