Lincoln, NE 2935 Pine Lake Rd Suite F Office

Round Table provides discretionary asset management, financial planning, and retirement‑plan advisory services to individuals, trusts, small businesses and plan sponsors. The firm offers continuous portfolio supervision, written financial plans delivered via a proprietary web‑based "Keep It Simple" planning tool, and retirement-plan consulting and fiduciary management services for sponsors and participants.

Its investment approach is market‑oriented and factoraware: Round Table favors broadly diversified mutual funds and ETFs as the building blocks for goal‑based and total‑return portfolios and describes strategic tilts toward value, size, momentum, profitability and trend exposures while controlling trading costs. Portfolios are monitored regularly, may be managed using selected sub‑advisers, and implementation is typically discretionary.

Round Table is notable among peers for its direct affiliation with an accounting practice—an in‑house accountant operates an affiliated CPA firm and the firms routinely refer and coordinate services for shared clients—which is uncommon for supported advisers. The firm also has cross‑firm personnel links (a senior investment professional who also serves as a portfolio manager at an SEC‑registered multi‑family office) and offers non‑investment services such as retirement and career coaching for clients, reflecting a broader service set than many similarly sized advisors.