Fee-based financial planning · Omaha, NE

A financial plan
built around your life

Retirement, investing, and long-term planning shouldn't feel overwhelming. Jeremy Palensky helps individuals and families in Omaha make confident financial decisions — with no pressure, no jargon, just a clear path forward.

Schedule a Free Consultation Watch Jeremy's intro
No-pressure, free first meeting
Fiduciary, fee-based advisor
Avior Wealth Management
JP
Jeremy Palensky
Financial Advisor
Jeremy Palensky, Financial Advisor at Avior Wealth
Couple reviewing financial plan together
About Jeremy

Someone in your corner — not just your portfolio

Jeremy Palensky has spent his career doing one thing: helping real people feel genuinely confident about their financial future. He's not here to impress you with market jargon or push you into products — he's here to listen, ask the right questions, and build a plan that actually fits your life.

Based right here in Omaha, Jeremy works with Avior Wealth Management and takes a deeply personal approach to financial planning. Every client relationship starts with understanding what you want your money to do for you — not what a textbook says it should.

Relationship-firstJeremy takes time to understand your goals before any plan is built.
Education over product pushingYou'll understand every recommendation — and why it makes sense for you.
Fiduciary standardJeremy is legally required to act in your best interest — always.
Who Jeremy works with

You're in the right place if…

Jeremy works best with people who want a real relationship with their advisor — not just an annual statement. Here's who he helps most.

Pre-retirees in their 50s & 60s

You're 5–15 years from retirement and want to make sure you're on track — and have a real plan for when the paycheck stops.

Families building long-term wealth

You're raising kids, running a career, and trying to save smart. You want a plan that handles college savings, life insurance, and investing all in one place.

Anyone who wants clarity & confidence

You've been putting off getting organized financially. You want someone to look at the whole picture and help you stop second-guessing every decision.

Business owners & self-employed

Your finances are more complex — irregular income, retirement plan options, and tax strategy all intertwined. Jeremy helps you get a handle on all of it.

People who've inherited money or had a life change

A job transition, divorce, or inheritance can shake up your entire financial picture. Jeremy helps you move forward with purpose instead of uncertainty.

Not sure if you're a fit?

That's what the first conversation is for. There's no obligation, no pitch — just an honest conversation to see if working together makes sense.

Let's find out — schedule a free call
Free resource

Free: 7  Pillars of Wealth Assessment

Are your finances supporting your future vision?  Take the assessment to find out where fine-tuning your financial strategy could make the biggest impact on your future.

Do I know how much I can withdraw from my investments in retirement?
Do I have a strategy to reduce my tax liability?
Am I familiar with Roth Conversions and when to utilize them?
Am I familiar with how Medicare IRMAA could impact my retirement income? 
+ 32 more questions in the full assessment

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Hear from Jeremy

What it's actually like
to work with me

Jeremy walks you through his process, his philosophy, and what the first meeting looks like — so there are no surprises.

Book a time

Schedule your free 30-minute consultation

Pick a time that works for you. No prep needed — just come ready to talk about where you are and where you want to be.

Ready to take the first step? Click below to find a time that works for you — Jeremy personally reviews every request.

View Jeremy's Calendar

Free, no obligation. 30 minutes via phone or video call.

Common questions

Answers before you even have to ask

These are the questions Jeremy hears most from people considering working with a financial advisor for the first time.

The first consultation is completely free — no strings attached. If we decide to work together, Jeremy operates on a fee-based model, meaning he's paid by you (not by commissions on products), so his advice is always in your best interest. Fees are transparent and discussed upfront before any agreement is signed.
The first meeting is a conversation — not a sales pitch. Jeremy wants to understand your current situation, what you're hoping to achieve, and what's keeping you up at night about your finances. You don't need to bring anything special. It usually takes about 30 minutes by phone or video call.
Jeremy works with clients across different asset levels. What matters more is that you're serious about getting your finances organized and are willing to commit to the process. If there's a minimum that applies to your situation, he'll be upfront about it during the first call.
A 401(k) is a great start, but a complete financial plan involves a lot more — tax strategy, insurance, estate planning, income in retirement, Social Security timing, and more. Most people with only a 401(k) have significant gaps they don't know about. That's exactly what Jeremy helps you see and address.
Jeremy's approach is rooted in education and genuine relationships — not quota-driven product sales. He takes time to explain why he recommends what he does, answers every question without making you feel rushed, and stays in your corner for the long haul. Many of his clients say they finally feel like someone is actually looking out for them.
Absolutely. In fact, that's exactly what the free consultation is for. You'll leave the call with more clarity regardless of what you decide. There's no pressure, no follow-up pitch, and no obligation. If it makes sense to work together, you'll both know.
Take the first step

Your financial future is worth a 30-minute conversation

No prep needed. No commitment required. Just a real conversation about where you are, where you want to go, and how Jeremy can help you get there.

Schedule a Free Consultation
100% free, no obligation
30 minutes by phone or video
Serving clients locally & nationwide