Financial Planner | Omaha, Nebraska
Seth Cave, CFP®, CEPA®
FINANCIAL PLANNER
Seth Cave is a financial planner in Omaha, Nebraska, who specializes in helping small business owners, emerging executives and entrepreneurs pursue their purpose.
Seth grew up in Omaha and is an experienced financial planner who served at national firms before seeking a more boutique experience at Ellerbrock-Norris Wealth Strategies.
As a CERTIFIED FINANCIAL PLANNER™ professional, Seth is able to help families and individuals on the wealth accumulation journey, along with creating efficiencies in taxes, retirement planning, estate planning and more. He also holds the Certified Exit Planning Advisor™ designation, meaning he is specialized in helping businesses owners transition, whether through a sale or internal succession plan.
IN SETH'S WORDS
“Growing up, I was always interested in entrepreneurship. Every day I would be either mowing yards, landscaping for extra money, or shoveling driveways. I believe these experiences gave me the passion for helping business owners that I have today.
When I am not working, I enjoy training for half marathons, golfing, and movie dates with my wife, Meghan.
I also proudly serve on the board of Outlook Enrichment, a local non- profit dedicated to enhancing the lives of visually impaired individuals.”
WHO WORKS WITH SETH?
Small Business Owners
If you run a small business, you have unique financial planning needs. Whether you’re looking extract cash from the business, preparing for an exit, looking to offer executive benefits for your top people, or need to manage your wealth through retirement, Seth’s experience aligns with your needs.
Emerging Executives
When you go from making a decent living to generating significant wealth, you need a plan. As you climb in your career, we can help you understand the tax implications of your investments, your diversification strategies, risk tolerance and more.
Entrepreneurs
When you’re starting a business, you likely have many irons in the fire. Whether you’re opening a doctor’s office or a tech startup, entrepreneurs often leave huge gaps in the wealth management strategy. We’re here to manage the wealth you accumulate while you hustle to pursue your purpose.
ABOUT ELLERBROCK-NORRIS WEALTH STRATEGIES
When it comes to finding a financial advisor in Omaha, Ellerbrock-Norris Wealth Strategies offers something a little bit differently. We are here to help you pursue your purpose. From “mind-mapping” out your goals in life (alongside your significant other) to navigating tax efficiencies, we are here for you. Learn more and get started today.
Connect with Seth
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