Joel Barjenbruch

About Joel Barjenbruch

Joel Barjenbruch is a financial planner who has built his career on honesty, simplicity, and genuine relationships. Since starting his journey in 2007 and establishing his firm in 2010, he has guided clients through retirement and wealth planning with a clear focus on their needs. He leads his practice believing that the client’s interest always comes first, forming the basis of a firm that people across the country have come to trust.

Joel works from offices in both Lincoln and Omaha, helping individuals, families, and business owners create retirement plans that reflect their unique goals. He follows a fiduciary standard, acting in his client’s best interests at every step. He takes time to listen rather than sell, ensuring that every plan is based on what matters most to the client rather than on one-size-fits-all solutions.

Barjenbruch grew up in Nebraska and earned his degree from the University of Nebraska–Lincoln. He now lives in Lincoln with his wife and their three children. Together, they stay involved in their church community, where he has served in leadership roles. He believes in staying grounded and shows that commitment by supporting his neighbors, attending local events, and participating in activities that strengthen community ties.

Joel Barjenbruch brings the same level of attentiveness to every interaction, whether in a meeting room or at a local gathering. He values personal connections and treats every client with care and attention. He ensures people never feel like just another case; instead, he takes the time to understand their concerns and guide them patiently, making trust and respect central to his approach.

Joel places a high value on continued education. Over the years, he has earned certifications including CFP®, RICP®, ChFC®, CLU®, and LACP®, reflecting his dedication to staying current in his field. He also volunteers as an instructor at adult learning institutions across the Midwest, sharing financial insights with learners in a way that is clear, helpful, and rooted in his desire to serve others through education.

Barjenbruch leads a team that prioritizes thoughtful, personalized financial planning. Every strategy begins with a conversation, from retirement readiness to risk management and legacy preparation. He believes in asking the right questions and developing solutions that reflect the values of those he serves, operating under the belief that acting in someone’s best interest is not just a legal obligation—it’s the right way to work.

Joel Barjenbruch has earned recognition in his profession, including Top of the Table honors with the Million Dollar Round Table. His firm oversees over $100 million in assets and will soon celebrate its 15th anniversary. He credits this milestone not to individual success but to the relationships built over time through dependable service and a commitment to doing right by every client.

Joel’s mission is to bring good into the world through financial education without expectation. He lives by three values: always growing, valuing relationships above revenue, and doing the right thing quietly. He applies these principles consistently—whether advising clients, teaching others, or supporting causes close to his heart—always aiming to bring a positive impact through steady and sincere action.