A complete list of active advisors currently associated with The Nestegg Group, Inc.

Warmer can help you find a great advisor at The Nestegg Group, Inc. or one who fits your needs even better.

The Nestegg Group, Inc. provides discretionary investment management to individuals, retirement plans, business entities, trusts, estates and charitable organizations, operating on a fee-only, percentage-of-assets basis. The firm does not hold itself out as a comprehensive financial planning practice but will, when requested by investment management clients, provide limited consultations on estate, tax and insurance matters without charging an additional fee. Investment strategies are implemented primarily through mutual funds and ETFs, with an emphasis on asset allocation, manager and qualitative analysis and a blend of longer‑ and shorter‑term holdings to address client objectives and tax considerations (including tax‑loss harvesting). The firm performs ongoing portfolio reviews, may maintain defensive cash positions when warranted, and provides regular reporting and custodial account statements to clients. Compared with many peers, The Nestegg Group manages several hundred million dollars with a small advisory team and a relatively modest client roster, producing a concentrated advisor-to-AUM profile that is consistent with a high-net-worth focus. The firm, which traces its roots to a long-standing advisory practice prior to incorporation, generally recommends Charles Schwab & Co. for custody and discloses receipt of non‑monetary support from that custodian, accepts ERISA fiduciary responsibilities for rollovers when applicable, and maintains formal policies for proxy voting, personal trading and cybersecurity.

To learn more about the advisors currently working at The Nestegg Group, Inc., 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.