CNBC Top 100 Fee-Only Wealth Management Firm

This award reinforces that you do not have to look to a big city to find a quality advisor. Our Midwestern values result in better service and that sets us apart.

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WHY LUTZ FINANCIAL?

WE TAKE THE TIME TO UNDERSTAND YOUR NEEDS AND PROVIDE PERSONALIZED, ONGOING ATTENTION THAT NEVER FEELS COOKIE-CUTTER OR RUSHED.

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SERVICES

We provide guidance and solutions to our premier clientele based on their own unique needs. We assist our clients in fulfilling their investment and planning goals.

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MIND WHAT MATTERS

Let us help you craft a financial future that grows and flourishes into a secure legacy.

CONTACT US

P: 402.827.2300 | F: 402.827.2319 | E: contact@lutzfinancial.com | 13616 California Street | Suite 200 | Omaha, NE 68154