Why Nexus Advisors?

Nexus Advisors represents you and puts your best interests first

Our allegiance is always to our clients, and never to any proprietary fund or sales goal. It’s your future, so what works best for you is what works best for us.

best financial advisors in dallas
Our experience and customer-centric financial services have allowed us to serve our clients for more than 10 years.
$0
Assets Serviced (as of 8/23/18)
0
Combined years of experience

We will learn where you are, where you want to be, and what may be keeping you from reaching your potential.

We’ll talk about the “what if’s” that could derail your plans. It’s an honest, open discussion that we enter with an open mind, so that we can create a plan that’s very specific to your unique goals.

This approach is somewhat different from many financial advisors, who will meet with you to hear your goals, but will have a pre-determined plan in mind for you, based on your net worth, life stage, and risk tolerance. We don’t see you as a demographic, but as an individual, so we create plans for you, not a group that statistically looks like you.

We conduct a top-to-bottom inventory of your current financial situation, and then present you with a budget and a starting proposal. With your approval, understanding, and commitment, we can begin implementing your strategy.

We provide you with regular updates to help ensure that your strategy is on target and that you are comfortable with your progress. Whenever you have questions or concerns, we are ready to listen.