Herzberg Olsen Wealth Management

11808 Miracle Hills Drive, Suite 105
Omaha, NE 68154

Phone:(402) 445-6452


Committed to Your Future

Herzberg Olsen Wealth Management
Herzberg Olsen Wealth Management is a family-based practice whose professionals are dedicated to providing personalized, goal-based planning and investment guidance for the many different facets of your financial life.

Our Financial Advisors engage in advisory-based* relationships. We embrace a team approach and every member is dedicated to providing unsurpassed service.

Herzberg Olsen Wealth Management has a business succession plan in place to help provide clients with the confidence of knowing the team’s Financial Advisors will strive to carry forward the legacy of the relationship and maintain our standards of client service.
*Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Mary Herzberg, Founding Partner and Manager, is honored and humbled to be recognized by Forbes as one of the Top Women Wealth Advisors* in 2020 and a Best-in-State Wealth Advisors** in 2022.
Mary Herzberg Forbes 


The Forbes Top Women Wealth Advisors* and the Forbes Best-in-State Wealth Advisors** rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Herzberg Olsen Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KS, ME, MN, MO, NC, NE, NM, NV, NY, OH, PA, SD, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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