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Our Firm

Bob Bennie Wealth Management is a comprehensive financial planning services firm specializing in retirement planning, investment management, and estate planning.  We are located in Lincoln, Nebraska and have been serving clients here, and in 25 other states across this wonderful country, since 1995.

We are independent financial advisors, meaning we are not employed by any brokerage firm.  Therefore, we aren't under any obligation or financial incentive to sell you certain products.  Many times, these products may benefit the advisor and firm, but aren't the the best thing for your personal situation.  This is the primary reason that Bob decided to become independent in 1997 after 2 years in the industry working for Edward Jones.  Being independent gives us the freedom to offer unbiased advice, support, and service to the individuals we serve, which is what we feel is a financial advisor's primary responsibility.

Bob Bennie is a CERTIFIED FINANCIAL PLANNER™ professional. CFP's take a fiduciary oath to protect their client’s best interests. To us, anything less is unacceptable. The values of this credential run very clearly through all our our services and client dealings.  
The advice we provide, the products we suggest, and the service we offer, will always be with your interests in mind.  Simply put - when you make the decision to partner with us - your needs come first. Without exception.

At Bob Bennie Wealth Management, we get to know you, listen to your goals, and help you develop practical financial strategies. Whether you need advice on retirement income planning, managing your investments, or efficiently transferring your estate to you family, our firm can help you protect and grow your wealth through life's ever-changing circumstances.