A complete list of active advisors currently associated with Nuakh Financial

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

Nuakh Financial is a fee-only, newly registered investment adviser that provides discretionary portfolio management for individual accounts and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers both project-based and ongoing planning engagements in addition to investment management for individual portfolios. The firm describes an investment approach grounded in asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and allowing client-imposed restrictions or values-based (including Biblically Responsible) screens where requested. Financial planning topics the firm lists include business planning and exit considerations, retirement and tax planning, estate analysis, insurance and cash‑flow management, and the firm typically works with clients to tailor plans and implement recommendations. Compared with peers in this regulatory profile, Nuakh’s brochure highlights several uncommon features for a new, zero‑AUM adviser: acceptance of hourly and fixed-fee arrangements for planning, recurring fixed fees for ongoing planning, and a specific focus on individual portfolio management and values-based customization. The firm also notes it does not act as a private fund adviser.

To learn more about the advisors currently working at Nuakh Financial, 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
Bryan Cast profile photo Bryan Cast
Phoenix, AZ
—
Warmer team member

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