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

Read Bio

Sara Clegg, CFP®

Financial Advisor, RJFS

Read Bio

Casey Newburn

Client Services Specialist

Read Bio

Brittany Kemper

Client Services Specialist

Read Bio

Contact Our Team

  • This field is for validation purposes and should be left unchanged.

Our Location

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

Latest Resources

  • woman standing behind point of sale system

    How Small Business Owners Can Protect Themselves Financially

    June 24, 2020

    As a small business owner, you put your blood, sweat, and tears

    Read More

  • encouraging-signs-during-a-difficult-market

    6 Encouraging Signs During This Difficult Market

    June 17, 2020

    Countless businesses have scaled back or even closed during the COVID-19 pandemic,

    Read More

  • cash on hand

    How Much Cash Should You Have on Hand?

    May 6, 2020

    Famed investor Warren Buffett likens cash to oxygen—never thought about when present

    Read More

See More Resources