Welcome to Nexus Wealth Advisors
nexus [nek‐suhs] = the “Center of the Matter” = YOU
Nexus is a local and independent financial planning firm that specializes in personalized service and tailored solutions. We listen rigorously and authentically care for our clients’ financial wellness and quality of life.
Why Choose Nexus?
Howdy neighbor! Like you, we are committed to the preservation and well-being of our community.
Peace of Mind
We provide clarity and professional stewardship so you can live your best financial life and stress less. We are here for you.
Your Best Financial Life is at the
Nexus of Everything We Do
Money is not the destination; rather, it is the fuel for living the life you desire. We strive to provide clients with clarity, confidence and control over their financial decisions. We are dedicated to helping you live life fully while minimizing stress around money.
We will have honest conversations about finance and what matters most to you and your family. Your dedicated team will work with you to develop a personalized plan, tailored to your values, situation and life goals.
Boutique with a Deep Bench
We firmly believe that independence from corporate/institutional bureaucracy is essential to our ability to put our clients’ best interests at the top of everything we do. While maintaining our independence, we leverage partnerships and resources of best in class organizations. Here are a few key companies we employ to support our efforts.