A complete list of active advisors currently associated with Nexten FP

Warmer can help you find a great advisor at Nexten FP or one who fits your needs even better.

The firm provides wealth management and financial planning services to individuals and high-net-worth individuals, delivering continuous discretionary portfolio management and optional project-based financial plans. It is a fee-only independent adviser that registered in 2025 and reported no assets under management as of November 12, 2025. Its investment approach emphasizes asset allocation grounded in Modern Portfolio Theory, using a mix of passive and active strategies and offering socially responsible investing options when requested. The firm constructs and manages portfolios using model platforms and outside managers, including participation in Schwab’s model portfolio platform and Altruist’s Model Marketplace with the ability to create custom models and access tax-management tools. Noteworthy differences from many peers include the firm’s receipt of separate revenue from the sale of a financial-education book—an “other financial product” activity that the brochure identifies as distinct from its fee-only advisory compensation. The firm also requires clients to custody accounts at Altruist or Schwab and executes trades on an individual-account basis rather than aggregating block trades, practices that may influence trade execution and implementation compared with other advisers.

To learn more about the advisors currently working at Nexten FP, 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.

Name
Location
Years of experience
Cory Christiana profile photo Cory Christiana
Hingham, MA
21
Warmer team member

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