A complete list of active advisors currently associated with Nexus Wealth Management, LLC

Warmer can help you find a great advisor at Nexus Wealth Management, LLC or one who fits your needs even better.

The firm provides financial planning and discretionary investment management primarily to individual and high‑net‑worth clients, delivering fixed‑fee financial plans, ongoing portfolio management, and public educational seminars and workshops at no charge. It also facilitates the use of third‑party managers and platform services (for example, Orion Portfolio Solutions) when appropriate and does not act as custodian of client assets. Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance and draw on fundamental, technical, and cyclical analysis; tactical approaches can include long‑ and short‑term positions, trading, and options writing. The firm documents client objectives in an Investment Policy Statement, generally exercises discretionary trading authority, and monitors any third‑party managers it recommends. Notable features that distinguish the firm from many peers are its role as a wrap fee program sponsor, an affiliation with an insurance agency through which affiliated persons may offer insurance products, and the operation of free educational seminars — each of which is relatively uncommon among similar independent advisers. The brochure also discloses a recent regulatory lapse—missing a required annual updating amendment that resulted in a lapse in registration from January through July 2025—which the firm states has been corrected and for which it reports taking remedial action.

To learn more about the advisors currently working at Nexus Wealth Management, 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.