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. Committed to doing the right thing, our team provides you with creative and deliberate financial planning right out of the gate. Through ongoing communication, we build a relationship with you for the long haul, helping you to know that your planner cares about you, your family, and your goals.
About Us
Located in Omaha, Nebraska, the Atchison Wealth Team aims to provide you with an abundance of value through time-tested financial principles and an ongoing client relationship. As our team serves the wealth planning needs of clients in Nebraska, Iowa, and all throughout the country, it is wonderfully rewarding to help guide you toward your lifelong dreams, and we’re equipped with years of experience and the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals—Brett Murray and Alex Prusa.
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. That’s how we best guide our clients, helping you prepare for and transition into retirement, while also maintaining the highest quality of life after you retire.
As the world of financial planning and investment management can be complicated to navigate, we listen to your financial goals and offer a comprehensive suite of financial planning and wealth management solutions to help you meet and exceed them. 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.
You invest in your future. We invest in you.
Meet Our Team
Learn more about each of the dedicated members of the Atchison Wealth Team.
Matt Atchison
Senior Executive Vice President, SageSpring | Financial Advisor, RJFS
A Few Words From Our Team
Video Resources
Discover our recent video resources as a helpful guide for your wealth management concerns and questions.
Comprehensive Wealth Planning Services
Through our comprehensive wealth planning services, the Atchison Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and so much more.
Retirement Income Planning
Tax-Integrated Planning
Charitable Giving
Inheritance Planning
Tax-Efficient Investing
Community Impact
What to Expect at an Appointment
Step 1
We get to know you.
Step 2
We work to understand your goals.
Step 3
We introduce you to our tools.
Step 4
We create a lasting relationship.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Our Location
Street Address
15808 W. Dodge Road, Suite 103
Omaha, NE 68118
Recent Insights
How to Know If You’re a Good Candidate for a Financial Advisor
Have you ever wondered what it might be like to work with a financial advisor? Maybe you’ve been working on building your financial portfolio for a few years and you’re ready to take the next
Are Exchange-Traded Funds a Good Investment?
Exchange-traded funds (ETFs) and mutual funds are excellent options to diversify your investment portfolio. However, not everyone is aware of the difference between the two or how each option works. In this blog, we will
Essential Tax Deductions Every Small Business Owner Should Know
If you’re a small business owner, you know just how hard it is to keep your head above water while managing a business—especially during tax season. As a small business owner, you want to make
What is the Safe Withdrawal Rate in Retirement?
They don’t call it the golden years for nothing! Retirement can be one of the most rewarding seasons of life—especially if you’ve prepared for it. It’s the time of life that you get to focus