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9290 West Dodge Road, Suite 200, Omaha, NE 68114

(402) 393-5900
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About Us

Dedicated Professionals Help Shine A Light On Your Financial Future

Illuminate Financial Group is an independent, fiduciary planning firm focused on helping you define and pursue financial goals on your terms. We believe having transparent conversations leads to less confusion and more confidence.  Our team is passionate about working with you and being part of celebrating your milestones.

We Provide Long-Term Financial Guidance

We Provide Long-Term Financial Guidance

Our experienced and dedicated team is here to clarify your financial needs and provide insights as your options grow from now and into the future. You can rely on us to help you define your lifelong goals through a comprehensive set of tailored services designed to align your financial goals and future.

Comprehensive Experience to Spotlight Your Financial Needs

Comprehensive Experience to Spotlight Your Financial Needs

We offer services that educate and highlight financial opportunities for both individuals and business clients. Our team brings experience in both areas. Not only does this help ensure you can access all the resources you need, but you don't have to spend time getting advisors up to speed on personals goals, finances, and business goals and finances. 

Our Core Values

Illuminate Financial Group is committed to providing unique and personalized financial services for our clients. As an independent firm, our objectives are centered around exposing reliable and unique financial solutions. 

A Passion for Helping People

We’re your partner, helping you maximize opportunities and navigate unique challenges in every stage of life. We love working with clients to support them as they celebrate every milestone.

Transparent Communication

With open and honest conversations about wealth, we help you understand the “why” behind every recommendation. You deserve to have clarity from the full picture of your assets.

Full-picture Planning

As holistic advisors, we aim to understand your values and goals to create tailored solutions. We objectively consider your whole financial picture to help ensure your plan guides you to the future you desire.

Relational Partnerships

Before we even talk about assets, we want to know where you want to go. We build relationships that are meant to last, giving you personal and dedicated attention to help you stay on track to reach your lifelong goals. 

Do You Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

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How Cetera Helps Us Enhance Your Financial Goals

By working with Cetera as an expansion of our team, we can utilize their professional legal and financial services, objective investment research, and over 100 years of financial planning experience to provide you with comprehensive, tailored financial solutions to meet your needs.

Cetera Advanced
Planning Team

As our main resource partner, Cetera’s Advanced Planning Team grants us access to professional legal and financial services that benefits our clients.

Meet the Team

Cetera Investment Management Team

The Cetera Investment Team provides guidance and objective research that helps us develop a personalized investment plan geared toward your financial success.

Meet the Team

Cetera Financial Plan Design Team

The Cetera Investment Team provides guidance and objective research that helps us develop a personalized investment plan geared toward your financial success.

Meet the Team

Working Together With:

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Who We Work With

We work with individuals, families, multi-generational families, highly compensated employees, and business owners to help achieve desired financial futures.

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Our Approach

Our team is based on integrity, backed by a well-proven culture of success, allowing us to build trust and form genuine friendships for life.

About Our Approach

Contact Us

Ready for a different type of financial advisor who is fully committed to every decision that impacts your wealth?

Contact Us Today