# MJB Financial Planning

MJB Financial Planning is a RIA based in Lincoln, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lincoln, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** https://mjbfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/matt-buckwalter-cfp-9023591

## Regulatory record

- **CRD number:** 141373
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141373

## About

MJB Financial Planning is a fee-only, independent firm based in Nebraska. It offers clarity, structure, and guidance for professionals navigating retirement planning in Lincoln and Omaha. The firm works as an independent, fee-only fiduciary providing ongoing financial planning, retirement income planning, investment management, and tax planning.

## People

- Matt Buckwalter — Founder, MS, CFP®
- Michele Buckwalter — Office Manager

## Questions

### What is MJB Financial Planning's primary service offering?

As an RIA, the firm provides financial planning services to individuals and families, but specific service details are not publicly detailed.

### Does MJB Financial Planning engage in direct investments or fund commitments?

The firm's investment structure and vehicle preferences are not disclosed in public records.

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Last updated: 2026-08-11T15:07:26.757Z

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