investment management


You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

Pathway Planning

the flagstone difference

At Flagstone Financial Management, we see investment management as a living, breathing process that grows and changes as your circumstances change. Life can be as unpredictable as the market, but we will be your dedicated, personalized financial planners the whole way. 

It’s always better to have a financial plan than not—especially when the unexpected occurs. We learn the goals, assets, liabilities, and expectations of our clients to develop individualized plans that optimize their finances while giving them peace of mind. Your investments aren’t just our day-to-day work—they’re your future. And we promise to give them the care you deserve.

We want to make a difference in our clients’ lives. While we don’t have investment minimums per se, we can add meaningful value through investment management and financial planning for clients who have at least $500,000 to invest or whose annual income is $300,000 or more.

Our Commitment is to the Clients We Serve

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Our Core Beliefs

When you work with Flagstone, you’ll see us put our principles to work for you. We want our core beliefs to be the starting point of a strong working relationship with you and the source of your financial confidence. Click each tab below to learn more about our core investment beliefs.

Markets Are Efficient

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The stock market’s strong pricing power makes it difficult for investors to time or outsmart other market participants. Of course, some stocks are mis-priced from time to time, but it is rare for even professionals to consistently identify those stocks.

Cost Matters

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While developing an investment plan, it’s important to consider the cost you will pay as an investor. You can trust we will closely manage the overall costs of the investments we recommend to you.

Diversify Globally

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When it comes to your money and future, we think it’s best to cover all your bases. We can help you diversify investments among several countries and asset classes so you can capture returns anywhere they happen.

Markets Reward Discipline

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If you have made emotionally driven investment decisions before, you are not alone. Investors tend to make knee-jerk reactions to markets instead of calculated, disciplined decisions, and they come out behind as a result. We will safely guide you around the market’s behavioral traps with our strategic processes.

Optimism Triumphs

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The world of investing can be nerve-wracking, intimidating and even scary sometimes. Current events can make investors fearful, but that doesn’t mean you should abandon the market. We don’t know what will happen tomorrow, but we do know an optimistic attitude can create a better investment experience. We’ll stay positive with you and work to find rewarding outcomes for your investments.

Professional Entrepreneurs

Growing a professional practice demands your time, and it’s hard to balance your career and family. What happens if your personal finances don’t get adequate attention? We help attorneys and medical professionals by essentially acting as your personal CFO. Your personal finances will be in good hands, so you can focus on building your practice.

Women In Transition

A major life event like divorce, the death of a spouse, or a career change can affect your financial future. It’s important that you face the emotional and financial challenges with sound advice. If you’re a woman in transition, we can be your guidepost and accountability partner to help you make it through successfully.

Investors In Or Nearing Retirement

Perhaps you’re about to retire, or maybe you’re in retirement now. With thoughtful financial planning, we’ll work toward your retirement goals together so that you can relax and enjoy your retirement with confidence. As your trusted partner, we’ll be there when you need advice that’s in your best interest.

Get in Touch

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It’s your financial future. You deserve expert guidance along your financial path, and our purpose is to provide you the help you need. 

Reach out today to ask us any questions and discuss your current financial path. We can then help you discover your next financial planning steps. An initial consultation with Flagstone is completely free and a no-obligation way to see how we can assist your financial future. 

Schedule a time to chat on the phone, virtually or in person.

Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


5801 Hidcote Dr
Suite 100
Lincoln, NE 68516