Faith, family, and finance

We're so glad you're here.

 

WorthyNest is not your traditional financial advisory firm.  

We are a fee-only, location-independent financial planning firm that focuses on the intersection of family and finance.

 

At WorthyNest, we believe strong families will move things forward. 

It’s easy to look around the world right now and see brokenness. 

 

What if you turn this negative viewpoint upside down for a moment? 

What do you see?

 

We see happy, engaged families who support each other. 


THese three things SET Us APART from other financial planning firms:

 

We understand your struggles

You are pulled in many directions, trying to care for yourself, your children, and other family members. Take a deep breath, knowing we will stand by you.

 

We know you care

You want to raise responsible children, financially provide for your family, and make a meaningful difference in the world.

 

Geography has no bounds

For clients outside greater Saint Louis, we leverage technology to meet remotely.  Financial planning doesn't have to happen in person to be effective.

 
 
Find out more 

About

Interested in learning more about WorthyNest's mission and typical clients?  Check out our founder's bio here.

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Blog

To build long-term wealth, education is critical.  We provide content for families and family-minded entrepreneurs!

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PROFESSIONAL ASSOCIATIONS



disclosure

WorthyNest LLC (“WN”) is a registered investment adviser offering advisory services in the State of Missouri and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WN, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.