Owens Wealth Advisors is a financial planner in Columbus, Nebraska, serving individual investors, businesses, and nonprofit organizations with comprehensive wealth management services. The firm specializes in retirement income planning, estate planning, tax efficiency, college savings, insurance and risk management, portfolio management, charitable giving, and debt reduction. With over twenty years of experience, the team emphasizes personalized strategies rooted in traditional values and innovative approaches. Clients benefit from a collaborative process that integrates financial planning with long-term goals, supported by a team of certified professionals. The firm maintains a 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.
The firm’s approach centers on building enduring relationships, with advisors committed to understanding each client’s unique life circumstances. They prioritize identifying hidden risks and opportunities, often collaborating with estate attorneys and CPAs to create holistic financial solutions. The Owens Advisor Method guides their planning process, ensuring that strategies are tailored to individual objectives rather than fitting pre-existing products. The team includes Tyson Owens, an Investment Adviser Representative with over 15 years in the industry, Anthony Owens, a Life & Health Insurance Specialist, and Dwain Owens, a Financial Advisor with 35 years of experience and recognition in the Forum 400 and Pinnacle Study Group.
Located at 2360 Pershing Road, the firm sits just a short distance from key local landmarks. It is approximately 0.1 miles from 23rd Street, 0.2 miles from 18th Avenue and the KTLX-FM radio tower, and about 0.3 miles from Airport Park and 23rd Avenue. Columbus High School lies roughly 0.4 miles away, placing the office within easy reach of central city amenities.
Owens Wealth Advisors is known for its deep commitment to personalized service, long-term client relationships, and expertise in complex financial planning. The firm’s consistent high rating and decades of service underscore its trusted role in the Columbus community. As a leading financial advisor in the region, it stands as a reliable partner for families and organizations navigating their financial futures.