Connecting Your Life’s Work with Your Family’s Future

Plan for My Business
We serve as both your sounding board and trusted guide, listening to what matters most and clarifying the complex. Our team thoughtfully develops integrated financial plans that provide wealth, security, and the peace of mind knowing that you are prepared for today and years to come.
So you can focus on what matters now while still connecting to what’s next.

Because you shouldn’t have to navigate investing, retirement, insurance, or business planning, alone.

We are experienced in mapping out a plan that covers all of the elements of true financial health. Knowing our clients more in depth means we can stay organized and on top of their financial decisions across the board before they find themselves in a crisis.
Not only do we personalize your full spectrum financial plan, we can also help you implement it and will be there with you along the way as your needs change.

Grandparents and grandchild spending time together.

Our Mission & Values

Nexus Advisors strives to deeply understand each client’s unique vision and values in order to implement innovative and meaningful financial solutions through our team of advisors.

  • Acting as a sounding board for financial decisions.

  • Providing consultative and collaborative advice.

  • Showing genuine care and empathy.

  • Innovating solutions for clients.

  • Delivering first-class service.

Our Services

Grandparents chasing their grandchildren on a beach

Individuals & Families

Life moves quickly and what your life/family looks like today can look very different than tomorrow.

We provide financial guidance for all the changes you may be anticipating and experiencing. From decisions on joining households with a partner, how and when to grow your family and setting yourself up for success, Nexus Advisors is with you.

  • Step-by-step guidance with a long-term perspective
  • Resources to get and keep you on track
  • Insight into available options and opportunities
African-American business owner holding one of her products, a plant.

Business Owners & Entrepreneurs

Ensure long-term success for your business by addressing valid concerns about the future.

We address the crucial aspects of your business such as the potential loss of key employees, retirement planning, and maintaining your desired lifestyle through careful planning, strategic decision-making, and a solid financial plan provided by our expertise.

  • Confidence to keep going or slow down, or exit when you decide
  • Increased loyalty for key employees
  • Clear backup business plan for walk-away freedom
Asian-American executive looking out of a window, thinking

Corporate Executives

We help you balance the complexities of professional and personal commitments.

By entrusting us as financial advisors who provide support and expertise, we help you make informed decisions, allowing you to focus on what truly matters to you.

  • Confidence
  • Reducing stress
  • Tailored solutions
  • Personalized Strategies
A collection of milestone moments such as graduation, opening your first business, retiring, buying your first home, having a baby, etc.

Moments & Milestones

Turning a new page can be exciting, but we also know it can be difficult and cause worry as well.

That’s why we provide guidance and support to help you navigate these significant life transitions. Whether it’s helping you create a budget as you merge finances with your partner, retirement planning options, or offering support and strategies for managing your finances after the loss of a loved one, we are here to assist you every step of the way. Together, we will ensure that your financial decisions align with your values and goals, ultimately providing you with the peace of mind you deserve.

  • Stock options or grants from work
  • Family Inheritance
  • Marriage
  • Unexpected Death or Divorce
  • Special needs planning
  • Transition or sale of your business
  • Business Continuity Planning
  • Leaving a Legacy

Working with Nexus Advisors

What We Offer

  • A whole picture, 360-degree view of your goals and financial needs
  • A team of experienced investments, tax, estate planning, and risk management professionals.
  • Financial strategies to help manage risk and build wealth

 

Our Approach

Data Gathering

Develop full understanding of financial situation by gathering documentation of assets, debts, income and expenses.

Strategy Session

Review financial position, discuss priorities and develop goals. Identify strengths and weaknesses and provide education on key concepts and strategies.

Plan of Action

Present plan, review and prioritize action items, establish timeline and priorites.

Ongoing Advice

Monitor progress to plan and stay aligned on life changes.

  • February – Financial Planning updates, tax planning
  • June – Protection & Estate Updates
  • October – Investment Review, Year End Tax Planning

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Clear a Bold Path

Toward Total Financial Health