Owens Wealth Advisors

Owens Wealth Advisors is a financial planner in Columbus, Nebraska. The firm serves individual investors, businesses and non-profit organizations, and its services include education and college funding, estate planning, portfolio management, retirement income planning, tax planning, insurance and risk management, debt reduction and management, and charitable giving. The advisors work through a step-by-step process to develop a customized financial program, and when needed they call on other financial planning professionals, such as estate attorneys and certified public accountants, and direct the efforts of that advisory team toward the client's objectives.

The team brings more than twenty years of service to individual investors, businesses and non-profit organizations. Tyson Owens, an investment adviser representative, has been in the financial services industry since 2007, graduated from Nebraska Wesleyan University with a bachelor's degree in sociology and a minor in criminal justice, and belongs to NAFIC and The Financial Services Institute. Anthony Owens is a life and health insurance specialist. Dwain Owens, a financial advisor with the CLU and ChFC designations, has 35 years of experience, is a member of the Forum 400 and the Pinnacle Study Group, and focuses on tax efficiency planning.

Rather than making a product fit a client's financial strategies, the firm first assesses goals and expectations and then develops a plan that meets those objectives, following what it calls the Owens Advisor Method. The advisors aim to identify both dangers and opportunities in a client's life, including ones the client was not aware of, and to provide creative solutions. Relationships are central to the practice, which seeks enduring relationships that last for generations.

Owens Wealth Advisors is located at 2360 Pershing Road, a short distance from 23rd Street and 18th Avenue. Airport Park is about 0.3 miles away, and Columbus High School is about 0.4 miles away.

The firm holds a 5.00 rating from the customers who have reviewed it.