Faith. Family. Finance.
WorthyNest® is a fee-only, financial planning and investment advisory firm that serves clients in Saint Charles, MO and nationally.
We help conscientious, courageous parents build and grow wealth.
Providing holistic financial planning and investment services to faith-filled families isn’t work. It’s our calling.
When it comes to finances, do you wonder ...
- If you're saving enough for retirement?
- How to ensure your family is financially secure if you become disabled or die?
- If there are ways to invest that align with your value system?
- How to minimize taxes?
- Which methods are optimal to fund your children's education costs?
WorthyNest® is here for you.
We answer those questions and others.
We work with each client to develop a highly customized plan that will evolve over time.
We create “breakthrough moments” for clients previously stuck in an old pattern of thinking.
We highlight the main points from employer benefit brochures, insurance policies, and other data-filled documents.
We are the voice of reason when the market is volatile and emotion tells you to sell.
We get it.
You are pulled in a million different directions.
You want to focus on relationships with your spouse, children, and other loved ones.
Yet it feels like there aren't enough hours in the day.
You have day-to-day cash flow under control but find it difficult to achieve longer-term goals.
You're seeking honest, quality guidance from a professional who ALWAYS has your best interest at heart.
You've come to the right place.
our PROFESSIONAL ASSOCIATIONS
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Are you on the way to building long-term wealth?
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.