Nexus is a local and independent financial planning firm that specializes in personalized service and tailored solutions. We listen rigorously and authentically care for our clients' financial wellness and quality of life. Our fee-structure is simple, completely transparent, and designed to eliminate conflicts of interest.
No complex or hidden fees, trails, awards, trips, or even pats on the back. You are wonderfully and inimitably you! You deserve a tailored approach that fits with your unique situation, goals, philosophies, preferences, and personality. We provide clarity and professional stewardship so you can live your best financial life and stress less.
No complex or hidden fees, trails, awards, trips, or even pats on the back. You are wonderfully and inimitably you! You deserve a tailored approach that fits with your unique situation, goals, philosophies, preferences, and personality. We provide clarity and professional stewardship so you can live your best financial life and stress less.
Services
Lance was originally securities and insurance licensed in 1994 when he worked for Lincoln Financial Group. Prior to forming Nexus Wealth Advisors, Lance was a financial advisor with Waddell & Reed, Inc. Lance learned about money, markets, small business management and cash flow at an early age. His grandpa Vern would hand him the business section of the paper and quiz him on the stocks they owned starting when he was 8 years old.
I am interested in learning more about your Financial Life Management/Financial Planning services. I am interested in learning more about your approach to investment management. I want to learn more about "value-aligned" or "socially responsible" investing. Sign me up for your periodic e-newsletter.
Successful and friendly folks planning for retirement or recently retired who have accumulated at least $500,000 in investment assets. A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't hire an architect if what you need is a contractor.
Wealth is relative. Success is defined internally and individually. Our service offerings are designed to strip the stress from money and the future so you can focus on enjoying life and doing what you love. We listen rigorously, care authentically, and act with wisdom. We provide tailored financial guidance and investment management designed to help you live richly.
The Nexus of Change is an initiative created by Nexus Wealth Advisors designed to coordinate and amplify positive change in our community. We believe most people have a fundamental desire to help and contribute, to make their community and our world a better place. The Nexus of Change is a way, with very little effort, for us to collaborate and amplify charitable giving locally.
Reviews (1)
Jo R.
May 24, 2021
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