Helping Christian parents build wealth isn’t work. It’s our calling.
WorthyNest® is a fee-only, fiduciary wealth management firm based in St. Charles, MO that serves U.S. families nationally. Whether working with parents of young children or those preparing for their second or third act in life, the most important thing we emphasize is progress:
Progress in defining your family values.
Progress in living purposefully and intentionally.
Progress in making a positive impact on others’ lives.
Our Professional Associations
Do you ever ...
Want an independent viewpoint on financial matters?
Wonder how to legally minimize taxes?
Have anxiety over rising college costs?
Fantasize about a new career or entrepreneurship?
You're not alone. There's a more promising path. You can:
Stop living in survival mode
Harness an abundance mindset
Become intentional about every dollar saved, shared, or spent
Use your unique gifts to help others
WorthyNest® redefines what it means to be wealthy by:
Taking commonly held beliefs about money and challenging them
Guiding Christian parents through life’s transitions
Relying on both technical expertise and empathy to solve client’s problems