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Wealth Management

Wealth Management

HBE Wealth Management LLC

Wealth Management Services

2014, hbe logo wealth management 281, RGB2

Wealth Management TeamFor over 17 years, HBE Wealth Management LLC has provided true wealth management services for individuals, businesses, and retirement plans throughout Lincoln and Southeast Nebraska. As a member of the BAM ALLIANCE, the firm provides a holistic, all encompassing investment approach that goes beyond basic advice and incorporates all facets of our clients’ financial lives, from tax and estate planning to risk management, retirement funding, charitable giving and beyond.

For more information on HBE Wealth Management LLC services, please contact us today at 402.423.4343.

Scott A. Becker, CPA, CFP
Managing Partner

Christopher M. BEDIENT
Wealth Advisor

Zach B. Lundak
Portfolio Advisor

Valerie Stranathan
Client Relationship Specialist

Jennifer S. Liliedahl
Compliance Officer


“We see past the spreadsheet to understand your most important dreams and goals.”


Stay Connected!

If you would like to take advantage of our ongoing updates, insights, and investor education, please fill out the simple form below to stay connected with HBE Wealth Management LLC.

 

For more information on the BAM ALLIANCE, please click here.

THE BAM ALLIANCE

 

 

Investment advisor services are offered through HBE Wealth Management, LLC while CPA services are offered through HBE Becker Meyer Love LLP.