Lutz Financial

Lutz Financial is an SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial provides comprehensive financial planning and investment advisory services to a premier clientele.

We offer investment advisory services to individuals, endowments, foundations and small to medium size business retirement plans. We take the time to understand your needs and provide personalized, ongoing attention that never feels cookie-cutter or rushed. We’ll never sell you products and we don’t work for commission. Our fee-based financial counseling is specifically designed to ensure your financial decisions are not only based on sound financial principles, but also on your comfort level and goals.

Submit

Advisors at this Office

Submit

This Office

13616 California St Ste 300 Omaha, NE 68154-5336 Phone: (402) 827-2300

Primary Office

13616 California St Ste 300 Omaha, NE 68154-5336 Phone: (402) 827-2300