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Fiduciary Alignment

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Our Fiduciary Commitment to You

We serve clients, their families, and their businesses as Fiduciaries. A Fiduciary is someone in whom another has placed their trust and confidence to manage and protect property or money. It’s a legal obligation to act for another’s benefit. This is more than financial trust. This is the fiduciary standard and our guiding principle.

We take this responsibility – our responsibility to you – very seriously.

Our mission is to:

Place your needs as our first priority

Acquire and maintain a thorough understanding of your financial goals

Regularly update your financial information

Carefully assess and monitor your investment risk and time frame

Promptly respond to all calls and emails – normally within 24 hours

Meet with you regularly to track the progress towards your goals

Act as your personal CFO, coordinating the efforts of other trusted advisors

Treat you with the utmost respect and professionalism

Learn More About Hightower Omaha

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13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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