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Helping You Navigate Life's Most Important Financial Decisions

We believe that you deserve several fundamental benefits from your financial planner, but the most important one is the development of implicit trust. You have to know that your planner cares about you, your family, and your goals.

About Us

It is wonderfully rewarding to help guide you toward your lifelong dreams. With every crucial decision we discuss with you, we always ask ourselves if this would be the same prudent financial advice we would want for our own family members.

The world of financial planning and investment management is very complicated. During times of change in your life or in the markets, it can feel overwhelming. Our expertise is in helping you craft a clear and focused plan that fits into your story.

The Atchison Wealth Team is an independent advisor, ensuring that we are not conflicted to sell any proprietary investment products to you. This independence allows us to sit on the same side of the table as you and help you find the investments that are in your best interests, not ours.

Meet the Team

Learn more about each of the dedicated members of the Atchison Wealth Team.

Matt Atchison

Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Sara Clegg, CFP®

Financial Advisor, RJFS

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Casey Newburn

Client Services Specialist

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Brittany Kemper

Client Services Specialist

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Contact Our Team

Our Location

15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-505-7700

Latest Resources

  • Client Focus Drives Southwestern Investment Group’s Success

    February 15, 2020

    What value drives Southwestern Investment Group’s success? The same value that Southwestern

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  • SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

    February 7, 2020

    FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages

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  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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