Egermier Wealth Management Group is an independent comprehensive financial services firm based in Omaha, NE. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they offer individualized strategies to help clients identify and work towards their financial goals. Their services include investment management, wealth planning, retirement income planning, risk management, estate planning, college savings planning, and business planning.
As accountable stewards of their clients' capital, Egermier Wealth Management Group takes the time to evaluate each client's financial picture and goals, providing a professional and objective approach free from sales quotas and proprietary products. Their objective is to ensure clients have a clear understanding of their financial path and help them build wealth, live their lives, and transition into retirement. Trust is at the core of their business, and they strive to offer individualized strategies to meet each client's needs.
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