A complete list of active advisors currently associated with Nest Financial LLC

Warmer can help you find a great advisor at Nest Financial LLC or one who fits your needs even better.

Nest Financial serves individual clients — including high‑net‑worth households — as well as pension plans and nonprofit organizations, providing asset management, ongoing portfolio supervision, financial planning, and estate‑planning package services. The firm manages approximately $45 million in client assets and offers both continuous discretionary portfolio management and project‑based planning engagements. The firm’s investment process blends fundamental analysis with technical methods, including charting, and employs both long‑term and short‑term strategies tailored to clients’ income, net worth, risk tolerance, and any account restrictions. Asset management is delivered on a discretionary basis with at least semiannual reviews and regular reporting to clients. A notable disclosure in the brochure describes a past FINRA disciplinary matter involving an owner that the firm characterizes as non‑client‑related; the firm indicates that client‑facing activities are handled by its other registered representatives. Nest also emphasizes estate planning support beyond typical advisory services — coordinating with external estate‑planning attorneys and vendors and providing post‑death transfer assistance for managed assets — which distinguishes its service mix from many peers.

To learn more about the advisors currently working at Nest Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.