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About Us

Customized Planning for Specialized Needs

For more than 50 years, CFG Advisors has provided outstanding financial guidance and service for clients in Omaha and throughout Nebraska. With 175 years of combined experience in the financial services industry, family-owned CFG Advisors stands ready to help individuals, physicians, educators and professionals build wealth to help support their desired current and future lifestyles.

The Curnes difference focuses on an approach designed to help address your individual situation through comprehensive investment, risk management and estate conservation recommendations and strategies. We’re also on hand to answer questions about issues including saving for college, when to retire and how to better protect your loved ones.

rooted in a Team-based approach

rooted in a Team-based approach

Our professionals enjoy a special camaraderie; we embrace a team approach when it comes to serving you. This orientation means you and your portfolio are backed by an experienced, knowledgeable team every step of the way, allowing you to successfully pursue your unique financial goals.

personalized advisory process for your personalized roadmap

personalized advisory process for your personalized roadmap

Our internal teams meet on a regular basis to discuss trends and to share what’s working for clients. Sharing information builds intelligence and know-how throughout our organization. The result is a holistic viewpoint, one that supports your journey, whether the destination is retirement, estate planning, college savings, or protection of your assets.

Our Leadership

Our Core Values

Team-Based Approach

Each client has the benefit of an experienced team behind their portfolio and roadmap who meets quarterly on their behalf to discuss markets and what’s working across the firm so each client can benefit from what we learn. 

Fundamental & steady

We don’t get caught up in speculative fads, media hype, or the ups and downs of a constant news cycle. Our long-term perspective helps us position people according to their individual needs.  

Educational & Guiding

We’re committed to thorough education of our clients. When it comes to your money it’s not enough to tell you what we’re doing. We want you to know the why behind it too.

personalized advisory approach

We don’t practice a cookie-cutter approach. We do our own in-house research and develop customized portfolios that work for our clients, specific to their tax, insurance, and estate circumstances. 

Our Partners

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

Get Your Risk Number

Our Services

Our passion for excellence and teamwork mentality has enabled us to develop a process designed to build, protect and maintain what you own. 

Explore Services

Our Approach

As an independent financial services firm, CFG Advisors has the experience to determine the beneficial financial solutions tailored to your specific needs.

Our Approach

Our Team

CFG Advisors stresses a collaborative approach to help support your financial goals. Customized plans are backed by professionals with years of experience.

Meet the Team