Trusted Wealth Partners

What Trusted Wealth Partners does

Trusted Wealth Partners is a private financial advisory firm headquartered at 16934 Frances Street, Suite 201, in Omaha, Nebraska, founded in 2017. The firm delivers personalized wealth management services to individuals and families, with a primary focus on pre-retirees and retirees, and a secondary focus on multi-generational families. Its service offering is organized around three core areas: investment management (covering individual securities including bonds, common stock, and Treasuries; retirement accounts such as Traditional, Roth, SEP, and Simple IRAs; brokerage accounts; and variable annuities); financial planning (retirement, tax, estate, education, 401(k)/403(b), and defined-contribution plans including money purchase and profit sharing); and insurance planning (disability income, life, and long-term care). The firm employs a four-phase wealth management process — Discovery, Strategy, Implementation, and Monitoring — and serves clients through a team-based advisory model staffed by 9 named professionals holding CPA, CFP, CFS, and MBA designations.

Operationally, Trusted Wealth Partners does not develop proprietary technology. The firm runs on a stack of third-party financial planning and portfolio management platforms — investor360, eMaplan (EMA), RightCapital, and Wealthscape — that provide client account access, portfolio reporting, and financial planning visualization. Securities and advisory services are delivered through Commonwealth Financial Network, which serves as the firm's registered broker-dealer and registered investment adviser (member FINRA/SIPC); the website itself is operated through FMG Suite's content infrastructure. Client acquisition is relationship-led and supported by content marketing across a Weekly Market Insights blog, an educational video library, a quarterly newsletter archived back to Fall 2018, and interactive planning tools (Social Security Analysis, Tax Resources, financial calculators), with prospective and existing clients able to book appointments via OnceHub online scheduling.

The revenue model is recurring, generated through advisory fees — likely AUM-based though pricing is not publicly disclosed — supplemented by commissions on insurance and annuity products. The firm serves a regional Midwest client base from a single Omaha office. No public ticker, no funding history, no subsidiaries, and no M&A or leadership transitions appear in the available data, and there is no disclosed revenue, AUM, or client count. Certifications disclosed include FINRA/SIPC membership (via Commonwealth) and CCPA-compliant data handling.

Name

Trusted Wealth Partners

Legal name

Trusted Wealth Partners

Website

https://trustedwealthpartners.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Trusted Wealth Partners is a private Omaha-based financial advisory firm, founded in 2017, providing wealth management, retirement, investment, estate, tax, and insurance planning services to pre-retirees, retirees, and multi-generational families across the Midwest.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The firm provides personalized financial advisory services including retirement planning, investment management, estate planning, tax planning, and insurance services. Revenue is generated through advisory fees, likely based on assets under management (AUM) or flat fees, in addition to commissions on financial products such as variable annuities and insurance products.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Trusted Wealth Partners is a financial advisory firm offering wealth management services across three core areas: Investments (bonds, common stock, IRAs, brokerage accounts, Treasury securities, and variable annuities), Financial Planning (retirement, tax, estate, and education planning), and Insurance (disability income, life, and long-term care). Services are delivered through a team-based, four-phase process of Discovery, Strategy, Implementation, and Monitoring for pre-retirees, retirees, and multi-generational families primarily in the Midwest.

Product overview

Trusted Wealth Partners is a wealth management firm offering a comprehensive suite of financial services organized around three core areas: Investments (including individual securities, retirement accounts, and annuity products), Financial Planning (covering retirement, tax, estate, and education planning), and Insurance (disability, life, and long-term care). The firm employs a four-phase wealth management process (Discovery, Strategy, Implementation, and Monitoring) and supplements its core services with educational videos and newsletters. Services are delivered through a team-based approach with advisors holding credentials including CPA, CFP®, CFS, and MBA designations.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments Investment management services offering a range of asset classes including bonds, common stock, treasury instruments, variable annuities, retirement accounts (Traditional, Roth, SEP, Simple, Educational IRAs), and brokerage accounts for individuals seeking to grow and preserve wealth.
• Financial Planning Comprehensive financial planning services covering retirement plans (401(k), 403(b), Money Purchase, Profit Sharing), tax plans, college plans (529 and education funding), and estate plans for individuals and families seeking to coordinate their overall financial strategy.
• Insurance Insurance planning services covering disability income insurance, life insurance, and long-term care insurance for individuals and families seeking income protection and financial security.
• Wealth Management Process Structured four-phase approach to wealth management covering Discovery (initial consultation), Strategy (development of wealth management strategy), Implementation (executing the strategy), and Monitoring (ongoing portfolio review meetings), with coordination with clients' accountants and attorneys.

Quantifiable outcome

• Comprehensive financial plans designed to enable clients to achieve long-term financial goals

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• Commonwealth Financial NetworkcoreStrategic or Co-development PartnerSecurities and advisory services offered through Commonwealth Financial Network, a registered broker-dealer and investment adviser. Commonwealth provides the regulatory infrastructure, compliance framework, and platform for Trusted Wealth Partners to deliver their advisory services. Member of FINRA and SIPC, providing investor protection and regulatory oversight.
• investor360supportingTechnology or IntegrationClient account management and reporting platform providing clients with access to view and manage their investment accounts through the Trusted Wealth Partners advisory relationship.
• eMaplan (EMA)supportingTechnology or IntegrationRIA platform from eMaplan providing portfolio management and client reporting capabilities for Trusted Wealth Partners' advisory services.
• RightCapitalsupportingTechnology or IntegrationFinancial planning platform used for client retirement planning, estate planning, and tax optimization analysis and visualizations.
• WealthscapesupportingTechnology or IntegrationClient account access portal for investment accounts managed through the Trusted Wealth Partners advisory relationship.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Carson Wealth: Carson Wealth is an Omaha-headquartered RIA offering comprehensive wealth management, retirement, estate, and tax planning through a team-based advisor model — directly comparable to Trusted Wealth Partners in geography, service mix, and team-based delivery, but at materially larger scale.
• Creative Planning: Creative Planning is a Kansas City-based, multi-billion-dollar RIA delivering comprehensive financial planning, investment management, tax, and estate services to individuals and families — same core service stack as Trusted Wealth Partners, with a much larger footprint and similar multi-advisor team approach.
• Mariner Wealth Advisors: Mariner is a national, advisor-centric RIA offering financial planning, investment management, tax, and estate services to high-net-worth and mass-affluent households — directly comparable service offering to TWP, scaled across multiple U.S. geographies.
• Buckingham Strategic Wealth: Buckingham is an RIA focused on evidence-based financial planning, tax-aware investing, and retirement/estate planning for individuals — overlapping closely with TWP's planning-led, fee-based model and pre-retiree/retiree target segment.
• Ronald Blue Trust: Ronald Blue Trust is a faith-based, fee-only RIA providing financial planning, investment management, estate, and tax services to individuals and families — comparable to TWP in holistic planning approach and household-centric service model.

Broad incumbents

• Cetera Financial Advisors: Cetera is a large broker-dealer and RIA network serving thousands of independent advisors with wealth management platforms — comparable to TWP as an affiliation option for advisor-led wealth practices, though Cetera operates as a much broader incumbent.
• Cambridge Investment Research: Cambridge is a major independent broker-dealer/RIA custodian supporting thousands of advisors with planning and investment platforms — the same category role as Commonwealth for TWP, but at significantly larger scale and breadth.
• LPL Financial: LPL is the largest U.S. independent broker-dealer providing custody, compliance, and platform infrastructure to thousands of advisor-led wealth management practices — analogous incumbent layer to Commonwealth Financial Network for firms like TWP.
• Principal Financial Group: Principal is a Midwest-based, broadly diversified financial services incumbent offering retirement, investment, insurance, and advisory solutions to individuals and businesses — overlapping with TWP's retirement-and-insurance focus, but as a global scaled player.
• Edward Jones: Edward Jones is a large U.S. retail wealth management and brokerage franchise serving mass-affluent and retirement-aged households with financial planning and investment services — directly overlapping TWP's target segment, though at far greater geographic scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/TWealthPartners

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trusted Wealth Partners