Feltz WealthPLAN

Feltz WealthPLAN is a Financial Planner in Omaha, NE, located at 101 S 108th Ave 2nd Fl. The firm provides investment management and financial planning services to individuals navigating the accumulation, preservation, and distribution phases of life. The team includes partners and senior wealth advisors such as Todd Feltz, Brent O’Mara, Ryan Feltz, Jamie O’Brien, Kevin O’Mara, Dan Feltz, and Landon Troyer, supported by wealth advisors Austin Miller, Blake Lynch, and Dillon Schutte. Client services are further supported by associates and strategists including Brenden Tauber, Elizabeth Billings, Lynn Devereaux, and Bodhi Confer-Wood. The firm operates with a fee-based structure, emphasizing that advisors succeed only when clients succeed. Contact is available by phone at 402.691.0200 or by email at [email protected]. The advisors draw on decades of experience and broad life experiences to inform their decisions, aiming to help clients prepare for every eventuality. Their philosophy centers on the belief that every person deserves access to sound, informed financial advice regardless of their situation, risk tolerance, or goals. The firm encourages clients to take charge of their financial future, offering guidance on topics such as social security timing, charitable giving, and 401(k) management. They provide educational content through curated articles and videos designed to help clients become more financially savvy. The team listens to clients and guides them through their financial journey, with a stated goal of ensuring the ideal future for each individual they serve. The business holds a rating of 4.80 based on customer reviews. This positive rating reflects the satisfaction of clients who have engaged with the firm’s services. The reviews highlight the quality of the financial planning and investment management provided by the advisors and support staff. Feltz WealthPLAN combines its fee-based advisory model and diversified investment strategies to serve the financial planning needs of Omaha residents.

The firm is located on S 108th Avenue, just a few feet from North 108th Avenue and West Dodge Frontage Road South. It sits about a tenth of a mile from the West Dodge Road Expressway and within a third of a mile of Lamp Park and Big Papio Park.

BizScoreAI gives the business a Technical score of 85 out of 100, which ensures the website is secure and readable by search engines without errors. The Discoverability score is 75 out of 100, confirming that AI crawlers can find every page, allowing AI assistants to potentially recommend the firm.