We Are Redefining
Financial Planning

Complete and unbiased advice you can trust

Plan for Myself
Plan for My Business

Why Nexus

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.

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.

“My firm and I have worked with Andrew for quite some time. As a trusted advisor to our clients, we do not take referring someone lightly. Andrew has met that expectation and surpassed it time after time. His communication skills, thoroughness, and responsiveness make it easy to work with him and coordinate for the better outcome of our clients. Andrew has helped our clients plan for the future by giving them a roadmap to help them achieve their financial goals. He has and will continue to be a great resource for us.”

Victor
Dallas,TX

“We were introduced to Andrew after we purchased a life insurance policy and drew up a will due to the birth of our child. She turned 10 this week, so I guess our anniversary with Andrew is coming up soon. He’s a pleasure to work with, has the same values as our family and is very consistent in his approach to managing our finances. We look forward to Andrew’s visits and recommendations. He makes it look easy, but we know we would be lost without him.”

Stephanie
Dallas,TX
Plan for What’s Really Important

Financial Planning Services for Individuals and Families

True financial planning should include more than just investment advice. Nexus Advisors provides comprehensive planning to cover all your needs and can help implement that plan with a wide range of products and services.

  • Comprehensive Financial Planning (fee-based)

  • Risk Analysis

  • Retirement Planning

  • Estate Planning

  • Trust Services

  • Personal Insurance

  • Long Term Care Insurance Plan

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Our Business is Protecting Yours

Financial Planning Services for Business Owners

No business plan is complete without a financial strategy for the unexpected. Your Nexus Advisor will show you what options make most sense to help protect your business continuity, regardless of what happens.

  • Business Planning

  • Succession Planning

  • Insurance Planning

  • Retirement Options

  • Key Employee Benefits and Insurance

  • Employee Stock Ownership Plans (ESOP)

  • Business Valuation

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Clear a Bold Path

Toward Total Financial Health

Our Team

Working with Nexus Financial Advisors

We Provide Life Advice, Not Just Wealth Management

A common concern we hear is “I don’t know how much help I need!” Or even, where to start. Financial health and stability depends on many factors which is why we emphasize a big picture outlook on your personal plan. Depending on your needs, we offer two levels of service.

Foundational Financial Services
If you’re looking for a roadmap to success,  then you may be interested in our Foundational Services.  You’ll work together with a financial advisor to perform a complete review and analysis, and create a plan that’s designed specifically around your unique needs and goals.
Elite Financial Services
If you’d like an experienced partner on your journey to financial success, you’ll need our Elite Services. Once we’ve created your custom roadmap, we will then help you to implement it—guiding you through the process as we go. We will do periodic reviews to ensure that it reflects any new life changes and ensure that you are on track to reach your financial goals.
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Recommend
Implement
Review
Holly Carroccio, CFP®

Managing Member

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Ryan Hill, AIF®

Managing Member

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Andrew Eppes, RICP®

Partner

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Who We Serve

We work hard because we know you do too!

From business owners to professionals nearing retirement.

Pre-Retirees & Retirees

Every person nearing retirement age needs to consider the question— “Will I have enough?”. We help those who are nearing or entering retirement find the right financial strategy to ensure their comfort level and individual needs will be met. You may never be comfortable saying you are “rich,” but we know you’ve spent your working years spending wisely and saving where it counts. Our clients have a minimum accumulated nest egg of $500,000, although exceptions may be made for referrals.

Entrepreneurs & Professionals

We work with entrepreneurs and business professionals across all industries who’ve achieved significant financial success while being mindful of strategic savings. As much effort as you’ve put towards your business or you career, you need to reflect on your personal financial plan. Now is the time to ensure your finances work as hard as you do today and throughout retirement.

Business Owners

Our ideal high-net-worth client is the down-to-earth man or woman who understands the value of hard work. Choosing now to build a safety net for your family’s future to ensure they can maintain a comfortable lifestyle into retirement, over purchasing flashy homes and exotic cars in the meantime.

Start Your New Financial Plan Today!

We are here for all of your needs!

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