Business Details
34 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Established in 1992, Daniel S Grieb CPA has consistently delivered comprehensive wealth management and tax solutions to individuals and businesses across the Omaha Metro area. Our founding principle of providing competent, timely service has evolved to include investment management, financial planning, and business accounting services tailored to clients' unique needs. With decades of combined experience, our team of certified professionals brings specialized expertise in tax planning, pension administration, and investment advisory services. We distinguish ourselves through personalized guidance, leveraging our extensive knowledge of finance and accounting to streamline complex processes.As a locally rooted firm, we prioritize understanding regional market dynamics while maintaining national compliance standards. Our commitment to client satisfaction is demonstrated through our flexible service models, transparent communication, and dedication to helping clients achieve long-term financial security. Through continuous education and adaptation to industry changes, we maintain our position as trusted advisors for both personal and business financial needs in Nebraska.
Services
Wealth Management
Business Services
Tax Consulting
Payroll Processing
Financial Planning
Investment Advisory
Pension Administration
Estate Planning
Details
- Year established: 1992
Highlights and features
- We bring 30+ years of combined financial advisory experience
- Our certified professionals offer personalized investment strategies
- Integrated wealth management and tax planning services
- Deep understanding of Omaha Metro business requirements
- Enrolled Agents and Investment Advisor Representatives on staff
Services
Wealth Management
Our wealth management services combine investment advisory, retirement planning, and estate strategies to help clients grow and protect assets. We develop customized portfolios based on risk tolerance and long-term goals while maintaining tax efficiency. With specialized expertise in pension administration and portfolio optimization, we provide ongoing monitoring and adjustments to ensure financial objectives are met through changing market conditions.
Business Services
We offer comprehensive business financial solutions including bookkeeping, payroll processing, and tax consulting. Our services streamline financial operations through tailored accounting systems, compliance management, and strategic planning. Certified experts handle entity selection, budget establishment, and audit preparation while providing real-time financial insights to support business growth and operational efficiency.
Tax Consulting
Our tax consulting delivers strategic planning and compliance solutions for individuals and businesses. Services include minimizing liabilities through entity selection, maximizing deductions, and optimizing retirement contributions. Certified Enrolled Agents handle complex filings for corporations, estates, and nonprofits while providing year-round tax guidance to ensure regulatory compliance and financial optimization.
Payroll Processing
Full-service payroll solutions from basic processing to advanced MICR check systems with direct deposit and electronic tax filings. We manage workers' compensation compliance, payroll audits, and regulatory reporting while integrating with accounting systems to maintain accurate financial records and reduce administrative burdens for business owners.
Financial Planning
We create comprehensive financial plans that coordinate investment management, retirement strategies, and estate planning. Our approach considers cash flow, risk management, and educational goals to create cohesive roadmaps for financial security. Certified professionals use specialized tools to model scenarios and adjust strategies as life circumstances change.
People
Kathy Alber
Shareholder
University of Nebraska at Omaha graduate with extensive accounting and pension administration experience. Certified Enrolled Agent and Investment Advisor Representative specializing in individual and business financial solutions. Active community volunteer with expertise in real estate and logistics industries.
Dan Grieb
President
University of Nebraska at Omaha graduate and firm president with 30+ years tax advisory experience. Former Nebraska Society of CPAs member recognized for nonprofit leadership. Focuses on tax planning, investment management, and small business solutions while maintaining active civic involvement.
Questions
What financial services does DSG Advisors offer?
We provide wealth management, tax planning, investment advisory services, business accounting, payroll processing, pension administration, and estate planning for individuals and businesses in the Omaha Metro area.
How long has DSG Advisors been in business?
Our firm has served Omaha and surrounding communities since 1992, offering financial advisory services through certified professionals with decades of combined experience.
What areas do you serve?
We primarily serve clients in Omaha, Papillion, La Vista, Bellevue, Elkhorn, and other areas within the Omaha Metropolitan Statistical Area.
What credentials do your advisors hold?
Our team includes Enrolled Agents with specialized tax expertise and Investment Advisor Representatives registered with industry regulatory bodies to provide comprehensive financial guidance.
Can you help small businesses with financial management?
Yes, we offer tailored business services including bookkeeping, payroll processing, tax consulting, and financial planning to support small business owners in Nebraska.
