Wealth Management That Puts You First.
Fiduciary advisors in Omaha offering clarity, strategy, and transparent guidance — so you can make confident decisions for your future.
Meet Joe
The Advisor Who Believes Transparency Builds Trust
Joe Mikuls has spent over 15 years in corporate finance helping companies make smarter, data-driven decisions. But somewhere along the fairway, he noticed something missing in the financial world — integrity.
Too many advisors were chasing commissions instead of client outcomes. Joe built Birdie Financial to be different — a fiduciary firm rooted in honesty, clarity, and steady strategy.
He’s not here to impress you with jargon or charts. He’s here to help you breathe easier about your money.
As an Omaha native, husband, and father of three daughters, Joe knows that wealth isn’t just about numbers — it’s about freedom, stability, and legacy. Whether you’re a business owner, nonprofit leader, or family planning for the next chapter, Joe brings calm confidence and Midwest integrity to every conversation.
A Clear, Step-by-Step Process
Discovery & Goal Setting — We review your full financial picture, goals, timeline and concerns.
Customized Plan Development — We design a strategy to help you retire confidently, protect assets and grow wealth.
Implementation — We execute investments, tax strategies, estate documents and more.
Ongoing Review & Adjustment — We monitor progress, adapt to life changes and ensure you stay on track.
Regular Communication — Quarterly check-ins, annual reviews and timely responses whenever your situation evolves.
Why Omahans Choose Birdie
Why Omaha Residents Trust Us for Financial Planning
Local Expertise: We understand Omaha’s economic landscape, tax environment and lifestyle transitions.
Personalized Approach: Your goals are unique—whether retiring comfortably, funding a child’s education, or leaving a legacy.
Certified Advisors: Our team holds advanced credentials and stays current with industry best practices.
Comprehensive Services: From investment management to retirement income strategies, tax-effective planning to estate guidance.
Client-First Philosophy: Transparent fees, jargon-free communication, and a long-term relationship mindset.
Serving Omaha & Surrounding Area
We proudly serve clients across Omaha and Nebraska, including Omaha, Bellevue, Papillion, La Vista, and the greater metro area.
By focusing on this region, we stay deeply attuned to local tax codes, cost-of-living realities and community dynamics.