McMill CPA and Advisors, based out of Norfolk, NE, is a reputable local investment advisory firm with a strong presence in the region. With three offices, McMill CPA and Advisors has built a dedicated team of 50 professionals, of which 17 specialize in providing comprehensive investment advisory services. Demonstrating their expertise and commitment, each investment advisor manages an average of $32,090,000 in assets under management, showcasing their ability to handle substantial portfolios. At McMill CPA and Advisors, the compensation structure is designed to cater to clients' diverse needs. Their options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness. While a majority of their assets under management is derived from individual accounts and 401K plans, they possess the necessary expertise to effectively manage employer funds as well. Importantly, McMill CPA and Advisors exercises full discretionary control over the entirety of the assets they manage, instilling trust and confidence in their clients. In addition to their investment advisory services, McMill CPA and Advisors also offer comprehensive accounting services, reinforcing their position as a trusted partner for all financial matters. With over 2,650 individual clients, they currently oversee an impressive $545,605,000 in assets under management, solidifying their position as a trusted and experienced financial services provider. McMill CPA and Advisors is proud to have a team of dedicated professionals, some of whom have been with the firm for many years. Notable long-tenured advisors include Danny Fuerhoff, Larry Hilkemann, and Jared Faltys, whose extensive experience and expertise contribute to the firm's success and reputation.

Wealth Management is a leading regional investment advisory firm based out of Norfolk, NE, with a strong presence in the wealth management industry. With 60 dedicated professionals on their team, 48 of whom are specialized in providing investment advisory services, they possess a robust workforce to meet their clients' diverse needs. The firm boasts an impressive track record, managing an average of $88,690,000 in assets per investment advisor. While this figure aligns with the industry average, Wealth Management's expertise shines through their extensive experience in managing over $2,348,931,000 in assets for more than 2,540 individual clients. Notably, they excel in handling employer 401Ks and individual accounts, accounting for half of their total assets under management. Wealth Management adopts a flexible compensation structure, offering various fee types such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures clients have the freedom to choose a payment method that aligns with their preferences and financial goals. With 30 offices spread across the region, Wealth Management is conveniently accessible to their clientele. The firm's seasoned advisors, including Marcy Luth, Corey Breneman, and Gary Breneman, are among the longest tenured professionals within the organization. Their wealth of knowledge and expertise contribute to the firm's strong reputation and client satisfaction. In summary, Wealth Management is a well-established investment advisory firm in Norfolk, NE, that combines experience, personalized service, and a broad range of compensation options to effectively manage and grow clients' assets.