Skip to Content

Wealth Management

Planning | Investments | Banking | Trusts

Connect with an AdvisorWatch the Simpson's Story

First National Bank Wealth Management

Tell us where you want to go. We'll help you get there.

Meet Our Wealth Advisors

Together, we’ll help you build, protect and manage your wealth for the long run.

Our Solutions

Personal connection, personalized solutions.


Get access to our market assessment, terminology definitions, newsletter and more.

Wealth Insights

Is Environmental, Social and Corporate
Governance (ESG) Investing Right for You?

Healthcare Expenses in Retirement
What Not to Overlook

What You Might Be Missing When
Planning for Your Financial Future

Wealth Management's
2019 Outlook

Could Your Retirement Plan
Be Your Best Recruitment Tool?

Make Charitable Gifting Your
New Year’s Resolution in 2019

Will You Be Financially Ready to Retire?
5 Steps to Help You Get on Track

How the Simpson Family Aspired to
Leave a Legacy of "Doing Good"

FNBO Releases 'Retirement in America'

Why South Dakota is a Special Place for

Caregiving from Afar | 5 Long-Distance Tips

Four Quick Financial Tips for Retirement

Swipe or Drag

Planning for success on the journey

"First National Bank came to us and said, 'We can help you.' And we wanted their help. We trusted them because they knew us. They even took time to know our daughters. We were treated like family."

Jim & Kathy Simpson

A couple who is First National customers

Meet Our Wealth Team

Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value

Banking products and services provided through First National Bank of Omaha.