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Furstenau Financial

EST. AUM
$245,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Omaha
CRD Number
Website furstenaufinancial.com
Client types

Overview

Furstenau Financial is an independent wealth management firm headquartered in Neligh, Nebraska, acquired by Carson Group and operating as a Carson Partners affiliate under CWM, LLC, an SEC Registered Investment Advisor. The firm specializes in serving multigenerational families and business owners, providing comprehensive financial planning, investment management, retirement planning, and estate planning services. Guided by a mission rooted in faith, patience, and discipline, the firm employs a structured and personalized investment process designed to help clients pursue long-term financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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