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Avior Wealth

Headquarters – Wealth Management in Omaha, NE

Avior’s headquarters is also home to its original wealth management office in Omaha, Nebraska. Our team of advisors are ready to help you plan your retirement, investments, and more. Contact us today for more information on our wealth management services in Omaha.

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Personalized Wealth Management in Omaha, NE

At Avior Wealth Management, we believe expert financial planning means more than just managing wealth. It means aligning our clients’ investments with their true intentions, so their wealth can have more purpose in their lives. It also means preparing for the future while streamlining complicated financial situations, all with a clear-eyed vision for what each client wants most from their money. With more than 100 years of collective experience, our team can design an individualized financial plan that reflects your personal intentions, allowing you to protect the things that matter most and achieve your long-term goals.

Retirement Planning

Our wealth managers get to know your long-term goals before using Avior's proprietary Navigator process to design a personalized plan that leverages all of your retirement assets.

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Investment Management

Avior knows how to control risk, grow your wealth, and give your investments a purpose that matches up with the life you want to live.

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Tax Planning Strategies

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Insurance Planning

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Cash Flow Planning

Avior Wealth Management helps individuals, families and business leaders improve their financial momentum by showing them how to lower debt and invest in their futures at the same time.

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Estate Planning

We help ensure that your wishes, dreams and values remain intact with carefully navigated estate planning from our wealth management professionals.

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Education Planning

Avior has the insight and resources to analyze any prospective college or university and deliver the best possible cash flow planning based on your individual needs and goals.

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Business Owner Planning

With a century of collective experience, our fiduciary advisors help Nebraska business owners gain and maintain optimal value for the future and beyond.

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Meet The Avior Team

in Wealth Management // Omaha, NE

Aaron Tomita, CFP®, CEPA®

Aaron is a Wealth Advisor for Avior Wealth Management.

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Andrea McMahon, CFA®

Andrea is a Wealth Advisor and the Senior Co-Chief Investment Officer for Avior Wealth Management.

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Brandon Kanoy, CPA

Brandon is the Chief Financial Officer for Avior.

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Britt Campbell

Britt is the Chief Executive Officer for Avior.

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Don Stanley, CRPC®

Don is a Wealth Advisor for Avior Wealth Management and a Wealth Advisor for Corpus Capital, a d/b/a of Avior Wealth Management.

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Jack McMannama

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Jay Nelson, CFP®

Jay is a Wealth Advisor and the Director of Financial Planning for Avior Wealth Management.

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Kent Nelson, CIMA®

Kent is a Wealth Advisor for Avior Wealth Management.

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Mark Pogreba, CFP®

Mark is a Wealth Advisor with Avior Wealth Management.

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Michael Pflueger

Michael is a Wealth Advisor for Avior Wealth Management.

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Nate Hudson, CFP®

Nate is a Wealth Advisor for Avior Wealth Management.

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Rod Goben

Rod is a Wealth Advisor for Avior Wealth Management.

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Ryan McQuillan

Ryan is a Wealth Advisor and the Director of Firm Development at Avior Wealth Management.

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Scott Cavey, CFP®, AIF®

Scott is the President of Wealth for Avior.

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Steve Esch, CFA®, CFP®

Steve is a Wealth Advisor and the Co-Chief Investment Officer for Avior Wealth Management.

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Steve Patterson, AIF®

Steve is a Wealth Advisor for Avior Wealth Management.

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Tim Mollak, CFP®

Tim is a Wealth Advisor for Avior Wealth Management.

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Tony Cerone, CFP®

Tony is a Wealth Advisor for Avior Wealth Management.

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Individualized Financial Planning in Omaha, NE

Avior takes the time to learn the purpose behind our clients’ wealth, so we can create customized plans informed by their values, goals, and dreams. Empowered by this crucial insight, our wealth managers build complete financial plans that link your investments to your ultimate long-term ambitions. If your business or personal finances seem over-complicated, if your investments don’t align with your actual intentions, it’s time to give Avior a call. We are confident you won’t find a more diligent, attentive team of fiduciary advisors in Omaha, NE.

Armed with insight into your unique circumstances and goals, our experts can provide a complete spectrum of financial services.

Wealth Management // Omaha, NE

Avior

14301 FNB Pkwy, Suite 110
Omaha, NE 68154

omaha.ne@avior.com

402.218.4064

Monday - Friday | 08:00AM - 04:30PM
Saturday and Sunday | Closed

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