A complete list of active advisors currently associated with Oldfather Financial Services

Warmer can help you find a great advisor at Oldfather Financial Services or one who fits your needs even better.

Oldfather Financial Services is a team-based registered investment adviser managing about $556 million and serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, foundations, and corporate clients. The firm offers discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting, and may recommend private placements to accredited investors. The firm's investment approach is grounded in Modern Portfolio Theory and the Fama‑French framework, using seven model portfolios that range from conservative to aggressive and emphasizing broad diversification, long‑term holdings, and periodic rebalancing. Portfolios typically employ ETFs, mutual funds and fixed income, and the firm also manages held‑away retirement plan participant accounts through a third‑party platform (Pontera) while providing participant education, benchmarking and vendor‑selection support for plan sponsors. Noteworthy disclosures in the brochure include the firm’s use of endorsements and co‑sponsored events with business partners, and that third parties sometimes contribute to event costs — arrangements the firm says it evaluates alongside its fiduciary obligations. The firm also describes itself as fee‑only (rejecting commissions or product sales compensation), relies on Charles Schwab’s institutional custody and services, and has provided advisory services since 1992.

To learn more about the advisors currently working at Oldfather Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.