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

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Our Location

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

Latest Resources

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    What to Know About the $900 Billion Dollar Stimulus Bill

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    As you might know, Congress has passed a second stimulus bill in

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    January 13, 2021

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    9 Medicare Myths You’ll Want to Know

    January 6, 2021

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