HBE Wealth Management LLC
Wealth Management Services
For 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
Christopher M. Bedient, CFA
Zach B. Lundak
Client Relationship Specialist
Jennifer S. Liliedahl
“We see past the spreadsheet to understand your most important dreams and goals.”
For more information on the BAM ALLIANCE, please click here.
Investment advisor services are offered through HBE Wealth Management, LLC while CPA services are offered through HBE LLP.