For Individuals

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For Individuals

Investment Management

With a deep understanding of the intricacies of the financial market, we offer personalized investment management services aimed at optimizing your portfolio's growth while minimizing risks. Our goal is to help you navigate the complexities of investment with confidence, ensuring a secure financial future for you and your loved ones.

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Retirement Planning

Drawing from our extensive expertise in financial planning, we provide comprehensive retirement planning services tailored to your unique goals and aspirations. Our approach focuses on securing a stable financial future for your retirement, allowing you to enjoy the golden years with peace of mind and financial security.

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Tax Preparation

As dedicated members of our community, we offer meticulous tax preparation services, ensuring accurate and timely filing while maximizing your eligible deductions. With a keen eye for detail and a commitment to minimizing your tax burden, our aim is to simplify the tax process for you, allowing you to focus on other important aspects of your financial well-being.

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Tax Planning

With a passion for strategic financial management, we offer personalized tax planning services to help you navigate the ever-evolving tax landscape. Our goal is to optimize your tax strategy, minimizing liabilities and maximizing your financial gains. By providing tailored solutions and proactive insights, we aim to secure your financial future and empower you to make informed decisions.

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We take an integrated approach.

I always tell people that my three main services are bookkeeping, taxes, and investments. But here's the thing: I only take on new clients if I can help them with at least two out of the three. For individuals, that means taxes and investments, or for businesses, taxes and bookkeeping.


Why? The reason is simple: the way to provide the best services is by considering the big picture.

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Taxes & Investments

Get the most out of your personal investments with comprehensive tax services.

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Bookeeping & Taxes

Make projections and quarterly statements easy with a CPA firm that can manage both silos.

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Business & Personal

We love working with small business owners to help them find the best way to set their families up for success.

Want to learn more about our professional CPA services?

We're here to help you get the most out of your investments and help you achieve financial goals that span generations.

Give us a call now.

Compliance Disclaimers

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  • Investments provided through Wealth Management Nebraska LLC, a Nebraska LLC, Registered Investment Advisor.
  • Ryan J. Bourlier, CPA, LLC is affiliated with several other businesses including, Retirement Plan Consultants LLC, and Wealth Management Nebraska LLC (referred to as “affiliates”).
  • While Ryan J. Bourlier, CPA, LLC is a CPA firm, licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy, the services you may receive from affiliates are not provided by a licensed CPA firm and are not regulated by the same board. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing the services, you should ask for clarification from the individual providing such service.
  • Charles Schwab & Co., Inc. is one of the firms we use to custody our client assets. These materials have been independently produced by Wealth Management Nebraska LLC. Wealth Management Nebraska LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Wealth Management Nebraska LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
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